Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Consultant, TD Ameritrade, 2019-2022
- Investment Consultant, Wells Fargo Advisors, 2013-2019
Education
- BS, Business Management, Webster University