Financial credentials
- Master in Business Administration
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
12 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Associate Financial Consultant, Charles Schwab, 2019-2020
- Specialist, Charles Schwab, 2017-2019
- Financial Representative, Principal Financial Group, 2015-2017
- Division Leader, Primerica Financial Services, 2010-2013
- Representative, Primerica Financial Services, 2009-2010
Education
- BS, Psychology, Jackson State University
- MS, Indiana University- Purdue University Indianapolis, Psychology
- MBA, Butler University