Financial credentials
- Series 7, 66 Securities Licenses
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Registered Representative, Charles Schwab, 2017-2018
- Investment Consultant, Charles Schwab, 2018-2019
- Financial Consultant Partner, Charles Schwab, 2019-2021
Education
- BA, Economics, Indiana University - Bloomington
- Minor - Financial Literacy