Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2017-present
- Financial Consultant Partner, Charles Schwab, 2014-2017
- Associate Financial Consultant, Charles Schwab, 2014-2014
- Sr. Specialist, Prospect Development, Charles Schwab, 2012-2014
- Sr. Specialist, High Net Worth Rep, Charles Schwab, 2009-2012
Education
- BS, Business, Purdue University