Financial credentials
- Master in Business Administration
- Series 7, 66 Securities Licenses
Experience
5 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2022-present
- Client Service Specialist, Charles Schwab, 2020-2022
- Independent Branch Associate Financial Consultant, Charles Schwab, 2022-2023
Education
- BBA-Accounting at Campbell University
- MBA at Campbell University
Personal interests and affiliations
- Southern Pines Rotary Club, Assistant Treasurer, 2022
- First Tee of the Sandhills, Volunteer Assistant Coach, 2022