Financial credentials
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Agent and Advisor, New York Life Insurance Co and Eagle Strategies LLC, 2025-2026
- Financial Consultant, TIAA, 2022-2025
- Financial Service Representative, TIAA, 2018-2022
- Service Delivery Specialist, Empower, 2016-2018
- Financial Services Represtentative, Empower, 2014-2016
Education
- BA, Psychology, Alma College