Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, Charles Schwab, 2021-2022
- Financial Consultant Academy, Charles Schwab, 2019-2021
- Wealth Management Intern, Private Wealth Management Firm, 2018-2018
Education
- BS, Finance & Business Analytics, Kelly School of Business at Indiana University