Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 66 Securities Licenses
Experience
10 years of professional experience
- VP - Branch Manager, Charles Schwab, 2024-present
- VP - Assistant Branch Manager, Charles Schwab, 2023-2024
- Manager - Client Relationship Support, Schwab Wealth Advisory Inc, 2022-2023
- Sr Specialist - Associate Wealth Advisor, Charles Schwab, 2020-2022
- Financial Consultant Partner, Charles Schwab, 2018-2020
- Client Relationship Specialist, Charles Schwab, 2017-2018
Education
- BS, Consumer Studies, Virginia Tech