Financial credentials
- Series 3, 7, 66 Securities Licenses
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Director - Regional Trading Consultant, Charles Schwab, 2021-2025
- Senior Specialist Trader Solutions, TDAmeritrade, 2017-2021
- Active Trader Support, Scottrade, 2016-2017
- Investment Research Officer, Midwest Regional Bank, 2010-2016
- Institutional Analyst, Guggenheim Securities, 2009-2010
Education
- Bachelor of Science, Microbiology and Molecular Genetics
- Michigan State University