Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2023-present
- VP - Financial Consultant, Charles Schwab, 2017-2023
- Associate Financial Consultant, Charles Schwab, 2014-2017
- Financial Service Professional, Charles Schwab, 2013-2014
Education
- BS, Business Management - Western Governors University
Personal interests and affiliations
- Park Ridge Chamber of Commerce 2015 - Present