Financial credentials
- Series 7, 66 Securities Licenses
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Sr. Financial Consultant, TD Ameritrade, 2016-2022
- Financial Solutions Advisor, Merrill Lynch, 2015-2016
- Financial Advisor, Royal Alliance, 2012-2015
- Institutional Equity Sales/Trading associate, Morgan Keegan/Gilford Securities, 2005-2010
Education
- Franklin & Marshall College
- Business and Studio Art