Financial credentials
- Series 7, 66 Securities Licenses
Experience
13 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2024-present
- Sales Leader & Consultant, Ultimate Kronos Group, 2015-2024
- District Manager, Paylocity, 2013-2015
- Sales Consultant, Paychex, 2012-2013
Education
- BA, Albion College