Financial credentials
- Series 7, 24, 66 Securities Licenses
Experience
17 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2019-present
- Branch Manager, TD Ameritrade, 2018-2019
- Sr. Financial Consultant, TD Ameritrade, 2012-2018
- Financial Advisor, Edward Jones, 2008-2012
Education
- BA, Kutztown University, Communications