Financial credentials
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
22 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant, Fidelity Investments, 2021-2022
- VP - Senior Financial Consultant, Comerica Securities, Inc, 2019-2021
- VP - Financial Advisor, Citizens Securities, Inc, 2018-2019
- VP - Financial Consultant, Flagstar Bank/Infinex Investments, Inc, 2013-2018
- VP - Financial Advisor, Chase Investment Services Corp/J.P. Morgan Securities, 2010-2013
Education
- Bachelor of Business Administration - BBA, Finance, Eastern Michigan University
- Bachelor of Arts - BA, International Business & Foreign Languages
Personal interests and affiliations
- Music, traveling, foreign languages, mentoring professionals