Financial credentials
- Series 3, 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- VP - Branch Manager, Charles Schwab, 2024-present
- Vice President, Assistant Branch Manager, Charles Schwab & Co., Inc., 2022-2024
- Financial Consultant, Charles Schwab & Co., Inc., 2018-2022
- Premium Elite Relationship Manager, Bank of America/Merrill Lynch, 2017-2018
- Financial Consultant, Alliant Credit Union, 2016-2017
- Associate Financial Consultant, Charles Schwab & Co., Inc., 2015-2016
Education
- BS, Business, Indiana University