Financial credentials
- Series 3, 7, 63, 65 Securities Licenses
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Manager, Trading Solutions, Charles Schwab, 2024-2025
- Sr Specialist, Trading Solutions, TD Ameritrade, Charles Schwab, 2018-2024
- Active Trader Specialist, Scottrade, 2015-2018
Education
- BS BA Finance and Banking, University of Missouri