Financial credentials
- Series 7, 66 Securities Licenses
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Associate Financial Consultant, Charles Schwab, 2020-2021
- Investment Consultant, Charles Schwab, 2019-2020
- Sr. Specialist, High Net Worth Rep, Charles Schwab, 2018-2019
Education
- BA, Selling & Sales Management, Purdue University