Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Associate Financial Consultant, Charles Schwab, 2020-2021
- Financial Consultant Academy, Charles Schwab, 2018-2020
- Financial Representative, Northwestern Mutual, 2017-2018
Education
- BA, Economics Indiana University - Bloomington