Financial credentials
- Certified Wealth Strategist®
- Master in Business Administration
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
14 years of professional experience
- VP - Branch Manager, Charles Schwab, 2017-present
- Branch Manager, Scottrade, Inc., 2015-2017
- Sr Investment Consultant, Scottrade, Inc, 2010-2015
Education
- MBA, Business Administration, Pennsylvania State University
- BS, Accounting, Pennsylvania State University