Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Planner, Prudential, 2021-2022
- Senior Financial Consultant, TD Ameritrade, 2018-2021
- Financial Advisor, BB&T Investments(Truist), 2016-2018
- Financial Advisor, Edward Jones, 2009-2016
Education
- University of Pittsburgh at Johnstown - Finance and Management