Financial credentials
- Series 7, 9, 10, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- VP - Branch Manager, Charles Schwab, 2024-present
- VP Assistant Branch Manager, Charles Schwab, 2023-2024
- Financial Consultant, Fidelity Investments, 2020-2022
- Branch Manager, TD Ameritrade, 2018-2020
- Workplace Planning Consultant, Fidelity Investments, 2015-2018
- Financial Advisor, LPL, 2015-2015
Education
- BA, Business Management and Marketing, South Carolina State University