Financial credentials
- Series 7, 9, 10, 24, 63, 66 Securities Licenses
Experience
16 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Client Relationship Manager, Charles Schwab, 2023-2025
- Supervision Consultant, Northwestern Mutual, 2018-2023
- Branch Manager, Scottrade, 2009-2018
Education
- BBA - Finance - UW Oshkosh
Personal interests and affiliations