Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Consultant, TD Ameritrade, 2018-2022
- Private Client Advisor, JP Morgan Chase Bank, N.A., 2018-2018
- Senior Financial Consultant, TD Ameritrade, 2018-2018
- Financial Consultant, TD Ameritrade, 2017-2018
- New Client Development Specialist, TD Ameritrade, 2016-2017
Education
- MBA in Finance, American Public University
- Bachelor of Liberal Studies, Interdisciplinary Studies, University of Memphis