Financial credentials
- Series 7, 9, 10, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
12 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2025-present
- Field Supervision Director, Edward Jones, 2023-2025
- Operations Manager, Wells Fargo Advisors, 2021-2023
- Compliance Officer, Wells Fargo Advisors, 2018-2021
- Regional Supervisor, Wells Fargo Advisors, 2014-2018
Education
- BS, Finance, Delta State University