Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Consultant Academy, Charles Schwab, 2018-2019
- Investment Consultant, Charles Schwab, 2019-2021
Education
- BS Finance - Kelly School of Business - Indiana University Purdue University of Indianapolis
- Associate Degree Business - Macomb Community College