Financial credentials
- Series 7, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
21 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2013-present
- Stockbroker, Scottrade, 2011-2013
- Relationship Manager, ETRADE, 2007-2011
- Financial Advisor, Carolina First Securities, 2005-2007
- Sales Assistant, SunTrust Securities, 2004-2005
Education
- Clemson University, Financial Management
Personal interests and affiliations
- Project Host Soup Kitchen and Culinary School Board Chair
- Red Shoe Society Board Vice President (2011 - 2016)
- Greenville Literacy Association Volunteer