Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
14 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Advisor, TD Ameritrade, 2014-2022
- Investment Consultant, Fifth Third Securities, 2013-2014
- Financial Consultant, Morgan Stanley, 2011-2013