Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Financial Services Professional, Charles Schwab, 2015-2017
- Financial Consultant Partner, Charles Schwab, 2017-2019
- Client Relationship Specialist, Charles Schwab, 2019-2021
- Financial Consultant Partner, Charles Schwab, 2021-2023
Education
- BA, International Studies, University of Dayton
Personal interests and affiliations