Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Private Client Advisor, Schwab Private Client Investment Advisory, Inc., 2015-2020
- Associate Private Client Advisor, Schwab Private Client Investment Advisory, Inc., 2012-2015
- Relationship Specialist, Charles Schwab & Co., 2008-2012
Education
- B.B.A., Stetson University, Major in Finance