Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Fixed Income Specialist, Fidelity Investments, 2018-2020
- Retirement Solutions Specialist, Fidelity Investments, 2016-2018
- Investment Solutions Specialist, Fidelity Investments, 2015-2016
- Full Trader, Fidelity Investments, 2014-2015
Education
- Elon University
Personal interests and affiliations
- U.S. Army
- Operation Inherent Resolve Veteran
- Team Rubicon Greyshirt