Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Associate Financial Consultant, Charles Schwab & Co, 2020-2021
- Investment Consultant, Charles Schwab & Co, 2019-2020
- High Net Worth Specialist, Charles Schwab & Co, 2019-2019
- Financial Service Professional, Charles Schwab & Co, 2018-2019
Education
- BS, Finance & Marketing, Indiana University
Personal interests and affiliations
- Knights of Columbus, 3rd Degree