Financial credentials
- Series 7, 9, 66 Securities Licenses
Experience
9 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2023-present
- VP - Financial Consultant, Charles Schwab, 2022-2023
- Financial Consultant, TD Ameritrade, 2014-2022
Education
- University of Tennessee
- Bachelor of Science in Business Administration, Finance Major