Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- VP - Financial Consultant, TD Ameritrade, 2021-2023
- Branch Manager, TD Ameritrade, 2018-2021
- Private Investment Banker, Wells Fargo, 2016-2018
- Financial Advisor, Edward Jones, 2013-2016
Education
- MBA, Florida A&M University
- BA, Business Administration, Florida A&M University
Personal interests and affiliations
- Alpha Phi Alpha Fraternity Inc
- Alpha Kappa Psi Business Fraternity
- Florida A&M University National Alumni Association