Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
13 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2021-2024
- Financial Consultant - National Branch, TD Ameritrade, 2019-2021
- New Client Development Group, TD Ameritrade, 2018-2019
- Financial Services Rep, TD Ameritrade, 2017-2018
- Product Manager, Fidelity Investments, 2014-2017
Education
- BA in Finance, Cox School of Business, Southern Methodist University
Personal interests and affiliations
- Delta Sigma Pi - 2008-Present