Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Sr. Financial Consultant, TD Ameritrade, 2012-2022
- Registered Rep, First Allied Securities, 2012-2012
- Investment Consultant, Citigroup, 2010-2012
- Financial Advisor, Ameriprise Financial, 2005-2010
Education
- BS, Economics, The George Washington University