Financial credentials
- Series 3, 4, 7, 9, 10, 63, 66 Securities Licenses
Experience
13 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2025-present
- Options Market Operations, Robinhood Markets Inc., 2020-2025
- Ultra High Net Worth Specialist, Charles Schwab, 2013-2020
Education
- University of Missouri - Trulaske School of Business
- BA, Business Administration, Economics