Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 63 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
22 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Wealth Manager, USAA, 2015-2020
- Financial Rep., Fidelity Investment, 2011-2015
- Banker, CitiGroup, 2003-2011
Education
- Purdue University
- Bachelor of Science in Mechanical Engineering