Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, Charles Schwab, 2021-2022
- FCA - Investor Development Team, Charles Schwab, 2021-2021
- FCA - Licensed, Charles Schwab, 2020-2021
- FCA - Trainee, Charles Schwab, 2019-2020
Education
- BS, Finance, Indiana University - Bloomington, Kelley School of Business