Financial credentials
- Master in Business Administration
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
21 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2016-present
- Financial Consultant, E*TRADE Securities, LLC, 2010-2016
- Sales Consultant, Pacer Financial, Inc., 2010-2010
- Sr. Internal Sales Representative, The Hartford, 2004-2009
Education
- MBA, The Pennsylvania State University
- BBA, James Madison University