Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Consultant, TD Ameritrade, 2019-2022
- New Client Development Group, TD Ameritrade, 2018-2019
- Investor Services, TD Ameritrade, 2017-2018
Education
- University of Oklahoma
Personal interests and affiliations