Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 65 Securities Licenses
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Consultant Partner, Charles Schwab, 2020-2021
- Analyst, PNC Wealth Management, 2018-2020
- Broker, Charles Schwab, 2016-2018
Education
- BA, Finance, Penn State Smeal College of Business
- Certified Financial Planning Education Requirement, Boston University
Personal interests and affiliations
- Junior Achievement of Western PA, Young Professional Board Member
- Penn State - Smeal Alumni Association, Board Member
- Women's Leadership Council
- Financial Planning Association (FPA)