Financial credentials
- Series 7, 66 Securities Licenses
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Financial Solutions Advisor, Merrill Lynch, 2020-2020
- Workplace Planning Consultant, Fidelity Investments, 2015-2020
Education
- BS, University of Cincinnati
- JD, Salmon P. Chase College of Law