Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2022-present
- Financial Consultant Academy Participant, Charles Schwab, 2020-2021
- Independent Branch: Associate Financial Consultant, Charles Schwab, 2021-2022
Education
- BA, Corporate Finance & Banking, Stetson University