Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Investment Consultant, Charles Schwab, 2021-2023
- FC Academy, Investor Development, Charles Schwab, 2021-2021
- FC Academy, Cohort Trainee, Charles Schwab, 2020-2021
Education
- Bachelor of Science
- Business
- Indiana University
- Bloomington, IN
Personal interests and affiliations