Financial credentials
- Series 7, 65, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
24 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2016-present
- Financial Advisor, First Financial Group, 2015-2016
- Regional Consultant, Mutual of America, 2013-2015
- Investment Consultant, TD Ameritrade, 2009-2013
- Senior Financial Consultant, PNC Investments, 2007-2009
- Financial Advisor, Merrill Lynch, 2001-2007
Education
- BA, Economics and Business Administration, McDaniel College