Financial credentials
- Series 7, 66 Securities Licenses
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2024-2025
- Retirement Consultant, Empower Financial, 2024-2024
- Workplace Planning Consultant, Fidelity Investments, 2022-2024
- Investment Specialist, Merrill Lynch, 2020-2022
Education
- Bachelor of Science in Commercial Entrepreneurship, Florida State University
Personal interests and affiliations
- Garnet and Gold Investment Club, 2018 - 2021