Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2025-present
- VP - Financial Consultant, Charles Schwab, 2023-2025
- Senior Financial Consultant, TD Ameritrade, 2019-2023
- Financial Consultant, TD Ameritrade, 2018-2019
- Product Management, Exegy, Inc, 2017-2018
Education
- BS, Finance, Saint Louis University
Personal interests and affiliations