Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- VP - Financial Advisor, JPMorgan Chase, 2019-2022
- Associate Financial Consultant, Charles Schwab, 2017-2019
- Client Services Representative, Charles Schwab, 2016-2017
- Pinnacle Team Representative, Charles Schwab, 2015-2016
- Financial Services Professional, Charles Schwab, 2014-2015
Education
- BA, History, Wittenberg University
Personal interests and affiliations