Financial credentials
- Master in Business Administration
- Series 7, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
16 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Consultant, TD Ameritrade, 2019-2022
- Branch Manager, TD Ameritrade, 2018-2019
- Financial Consultant, TD Ameritrade, 2018-2018
- Investment Consultant, Scottrade, 2010-2018
- Intern, Scottrade, 2008-2010
Education
- Bachelor of Science, Economics, John Carroll University
- Master of Business Administration, International Business, John Carroll University
Personal interests and affiliations