Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Financial Consultant Partner, Charles Schwab, 2021-2023
- Specialist, High Net Worth Rep (POCA), Charles Schwab, 2021-2021
- Associate, Brokerage Service Rep, Charles Schwab, 2019-2021
Education
- B.A. Business Management, Drury University