Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
16 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Wealth Management Sales Coordinator, Bank of the West, 2018-2022
- Sr. Relationship Banker, Bank of the West, 2016-2018
- Branch Manager, JP. Morgan Chase, 2015-2016
- Sr. Relationship Banker, Bank of Oklahoma, 2013-2015
- Branch Manager, Bank of America, 2012-2013
Education
- Ohio Christian University
- AA Business Management
Personal interests and affiliations