Financial credentials
- Series 7, 63, 65 Securities Licenses
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2023-2025
- Relationship Manager, Fidelity Investments, 2022-2023
- Financial Representative, Fidelity Investments, 2020-2022
- Brokerage Trader, Fidelity Investments, 2019-2020
Education
- Bachelor of Science, Healthcare Management & Policy, Indiana University
Personal interests and affiliations