Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Trades Agent, Ameriprise Financial, 2018-2020
- Investment Consultant, Charles Schwab, 2020-2023
Education
- University of Wisconsin - Madison BS Economics
Personal interests and affiliations