Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Associate Financial Consultant, Charles Schwab, 2016-2019
- Active Trader Brokerage Service Representative, Charles Schwab, 2015-2016
Education
- BS, Business, Indiana University
Personal interests and affiliations
- Veterans of Foreign Wars