Financial credentials
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Wealth Relationship Manager, Citi Corp, 2022-2025
- Investment Associate, BMO Investment Services, 2019-2022
- Retail Relationship Banker, BMO Harris Bank, 2016-2019
Education
- Bachelor of Science, Accounting, DePaul University