Financial credentials
- Master in Business Administration
- Series 6, 7 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Advisor, CUSO Financial Services, 2018-2022
- Financial Advisor, Waddell & Reed, 2015-2018
- Insurance Agent, Farmers Insurance, 2011-2015
Education
- MBA, University of Phoenix
- International Business, Aquinas College