Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Client Relationship Specialist, Charles Schwab & Co, 2019-2021
- Investment Consultant, Charles Schwab & Co, 2021-2022
Education
- Bachelors Degree, Finance, Marietta College
Personal interests and affiliations