Financial credentials
- Series 7, 66 Securities Licenses
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- VP Financial Consultant, Charles Schwab, 2021
- Sr. Financial Consultant, Charles Schwab, 2015-2021
- Participant Services, Charles Schwab, 2013-2015
Education
- Minnesota School of Business
- University of St. Thomas