Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- VP - Financial Consultant, TD Ameritrade, 2022-2024
- Senior Financial Consultant, TD Ameritrade, 2018-2022
- Financial Consultant, TD Ameritrade, 2016-2018
- Business Development Specialist, TD Ameritrade, 2016-2016
- Client Service Specialist, TD Ameritrade, 2014-2016
Education
- Executive Certificate in Financial Planning, Xavier University
- Bachelor of Business Administration, Finance and Marketing, University of Cincinnati