Financial credentials
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
18 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Banker, J.P. Morgan Private Bank, 2015-2024
- Private Client Banker, Chase Bank, 2010-2015
- Mortgage Banker, TCF National Bank, 2007-2010