Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
12 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2023-present
- Retirement Consultant, Empower Financial Services, 2023-2023
- Senior Financial Consultant, TD Ameritrade, 2018-2021
- Investment Consultant, Scottrade, 2010-2018
Education
- Bachelor of Science, Business Administration - Finance, University of North Carolina Wilmington