Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
Experience
13 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2025-present
- VP, Branch Leader, Fidelity Investments, 2022-2024
- Assistant Branch Office Manager, Fidelity Investments, 2020-2022
- Team Leader, Workplace Planning & Advice, Fidelity Investments, 2018-2020
- Leader, Fidelity Investments, 2015-2018
- Individual Contributor, Fidelity Investments, 2012-2015
Education
- Bachelor of Business Administration from Abilene Christian University