Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Financial Consultant Partner, Charles Schwab, 2023-2025
- Investment Consultant, Charles Schwab, 2021-2023
- Partner Support Specialist, Charles Schwab, 2018-2021
- Associate Client Service, Charles Schwab, 2016-2018
- Associate Brokerage Service, Charles Schwab, 2015-2016
Education
- BA, Finance, Regis University
Personal interests and affiliations