Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2015-present
- Financial Advisor, Merrill Lynch, 2011-2015
- Premium Relationship Associate, Fidelity, 2010-2011
- Financial Representative, Northwestern Mutual, 2009-2010
Education
- Bachelor of Science, Florida State University
Personal interests and affiliations