Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
Experience
10 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2022-present
- Sr. Team Manager, TD Ameritrade, 2021-2022
- Sr. Specialist Branch Relationship Team, TD Ameritrade, 2019-2021
- Private Client Services Associate, TD Ameritrade, 2018-2019
- Financial Services Representative, TD Ameritrade, 2017-2018
- Financial Services Professional, New York Life, 2014-2017
Education
- Bachelors Degree, Finance - Southern Illinois University Edwardsville