Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Advisor, JP Morgan, 2020-2022
- Client Specialist, Wells Fargo, 2017-2020
- Financial Advisor, PNC Investments, 2016-2017
- Retirement Plan Consultant, Charles Schwab, 2014-2016
Education
- Criminology, Ohio University