Financial credentials
- Series 3, 4, 6, 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2024-present
- VP, Financial Consultant, Charles Schwab, 2022-2024
- Sr. Derivatives Team Manager, Charles Schwab, 2018-2021
- Derivatives Help Desk, Charles Schwab, 2017-2018
- Registered Representative, Charles Schwab, 2015-2017
- Personal Marketing Assista, Financial Partners Group, 2014-2015
Education
- Purdue University
- Krannert School of Management
- Bachelor of Science, Economics
Personal interests and affiliations
- Cooking
- Travel