Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, Charles Schwab, 2021-2022
- Wealth Advisor Associate, Morgan Stanley, 2018-2021
Education
- Bachelor of Science, Finance, Northern Illinois University