Financial credentials
- Chartered Retirement Planning Counselor℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
2 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Financial Consultant Academy, Charles Schwab, 2024-2025
- Investment Consultant, Charles Schwab, 2023-2024
- Intern, Charles Schwab, 2023-2023
Education
- B.S. Financial Managment, Emphasis in Banking and Investments; Clemson University