Financial credentials
- Series 7, 66 Securities Licenses
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2022-2024
- Client Relationship Consultant Banker, U.S. Bank, 2021-2022
- Paralegal, Strategic Initiative Management, Lexington Law Firm, 2020-2021
Education
Personal interests and affiliations
- Toys for Tots
- Boy Scouts of America, Advancement Counselor 2021-2022