Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
16 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2017-present
- Consultant, Fidelity Investments, 2013-2017
- Consultant, Morgan Keegan, 2009-2013
Education
- Bachelor of Business Administration
- University of Memphis