Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Partner, Financial Advisor, Viking Financial Management, 2023-2023
- Regional Director, Voya Investment Management, 2019-2023
- Associate, Sterling Capital Management, 2016-2019
- Brokerage Associate, Vanguard, 2014-2016
Education
- BA, Finance, University of South Carolina