Financial credentials
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2018-present
- Assistant Branch Manager, Scottrade, 2016-2018
- Associate Financial Consultant, Charles Schwab, 2015-2016
- Financial Consultant, Citizens Investment Services Corp, 2013-2015
Education
- BS, Finance, Oakland University