Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Financial Consultant Partner, Charles Schwab, 2018-2020
- Financial Consultant Academy, Charles Schwab, 2017-2018
Education
- BA, Biology, Kent State University
- Executive Certificate in Financial Planning, Duquesne University