Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Representative, American Income Life, 2023-2023
- Sales & Trades, Aliant Payments, 2019-2022
- Market Analyst, Pantheon Financial Partners, 2021-2022
Education
- Bachelor of Science, Sociology, Florida State University
- Financial Advising Training Institute, Investment Advisor Representative
Personal interests and affiliations
- American Top Team
- No More Tears USA Organization