Financial credentials
- Series 7, 66 Securities Licenses
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Associate Financial Consultant, Charles Schwab, 2019-2021
- FC Academy- Investor Development Team, Charles Schwab, 2019-2019
- FC Academy- Cohort Trainee, Charles Schwab, 2017-2019
- Associate Brokerage Service Representative, Charles Schwab, 2017-2017
- Unitized Valuation Reporting Specialist, Northern Trust, 2017-2017
Education
- BA, Communication and Journalism, DePaul University