Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Branch Manager, Charles Schwab, 2024-present
- Assistant Branch Manager, Charles Schwab & Co, 2021-2024
- Associate Financial Consultant, Charles Schwab & Co, 2019-2021
- High Net Worth Representative, Charles Schwab & Co, 2018-2019
- Financial Services Representative, Charles Schwab & Co, 2017-2018
- Associate Financial Services Professional, Charles Schwab & Co, 2017-2017
Education
- BA, Political Science, Indiana University - Bloomington
- MBA, Kelley School of Business, Indiana University - Bloomington
Personal interests and affiliations
- Women's Interactive Network at Schwab, Crossroads Co-Chair 2018-2024
- Humane Society for Hamilton County, Volunteer, 2023-2024