Financial credentials
- Series 7, 9, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2026-present
- Financial Consultant, Charles Schwab, 2025-2026
- Investment Consultant, Charles Schwab, 2025-2026
- Client Relationship Specialist, Charles Schwab, 2024-2025
- Financial Representative, American Income Life, 2023-2023
- Aliant Payments, Sales & Trade, 2019-2022
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