Financial credentials
- Series 3, 7, 9, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
12 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2018-present
- Premium Elite Relationship Manger, Bank of America/Merrill Lynch, 2017-2018
- Financial Consultant, Alliant Credit Union, 2016-2017
- Associate Financial Consultant, Charles Schwab & Co., Inc., 2015-2016
- Specialist - Brokerage Svc Rep, optionsXpress, 2013-2015
Education
- BS, Business, Indiana University