Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
16 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Sr. Financial Consultant Partner, Charles Schwab, 2022-2024
- Financial Consultant Partner, Charles Schwab, 2019-2022
- Sr. Client Relationship Specialist, Charles Schwab, 2016-2019
- Financial Representative, Fidelity Investments, 2015-2016
- Client Services Specialist, Charles Schwab, 2008-2015
Education
- College of Charleston
- BS, Business Administration with a minor in Finance