Financial credentials
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
16 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Financial Advisor, Morgan Stanley, 2017-2019
- Trader, Proprietary Trader, 2015-2017
- Director of Student Finance, Kaplan University, 2009-2015
Education
- MBA, Roosevelt University
- BA, International Business, Valparaiso University