Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Fidelity Investments, 2022-2023
- Planning Consultant, Fidelity Investments, 2021-2022
- Relationship Manager, Fidelity Investments, 2020-2021
- Investment Coordinator, Apollon Wealth Management, 2020-2020
- Inheritance Specialist, Vanguard, 2018-2019
Education
- Bachelors, Business Administration, Clemson University
Personal interests and affiliations