Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
12 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2024-present
- Director-Schwab Asset Management, Charles Schwab, 2020-2023
- Financial Consultant, Charles Schwab, 2019-2020
- Associate Financial Consultant, Charles Schwab, 2017-2019
- Client Relationship Specialist, Charles Schwab, 2014-2017
Education
- Bachelor of Science, Film and Television, Boston University
- Master of Science, Financial Planning, University of Georgia
Personal interests and affiliations