Financial credentials
- Series 7, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Branch Manager, Ameriprise Financial, 2021-2022
- Sr. Regional Manager, Ameriprise Financial, 2015-2021
- Financial Advisor, Ameriprise Financial, 2013-2015
Education
- Bachelor of Science, University of Wisconsin- River Falls