Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Vice President, Financial Advisor, Regions Investment Solutions, 2017-2021
- Financial Advisor, Raymond James, 2013-2017
- Financial Advisor, Morgan Keegan, 2010-2013
- Mutual Fund Trade Associate, Edward Jones, 2007-2009
- Compliance Analyst, Capital One Southcoast Inc, 2005-2007
Education
- Bachelor of Science, Accounting, Xavier University of Louisiana
Personal interests and affiliations
- Silverback Society- Mentor
- Alpha Phi Alpha Fraternity Incorporated
- New Orleans Municipal Yacht Harbor Board Member