Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Consultant, TD Ameritrade, 2019-2022
- Financial Consultant, TD Ameritrade, 2018-2019
- Financial Advisor, Edward Jones, 2014-2018
Education
- Bachelor's Degree, Marketing, University of St. Thomas