Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
Experience
14 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Registered Representative, Charles Schwab, 2013-2016
- Broker Dealer Representative, ALPS Fund Services, 2011-2013
- Associate Financial Consultant, Charles Schwab, 2016-2016
- VP - Financial Consultant, Charles Schwab, 2016-2023
- Financial Consultant, Fidelity, 2023-2024
Education
- BS, Finance, Elon University