Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab & Co., Inc./Charles Schwab Bank, 2023-2024
- Internal Business Consultant, Flexible Plan Investments, 2021-2023
Education
- BA, Finance, Michigan State University
Personal interests and affiliations