Financial credentials
- Master in Business Administration
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
17 years of professional experience
- VP - Branch Manager, Charles Schwab, 2023-present
- VP - Financial Advisor Team Leader, JPMorgan, 2019-2023
- Business Advisor, Gibson Insurance, 2018-2019
- Wealth Manager, 1st Source Bank, 2014-2018
- Relationship Manager, JPMorgan - Private Bank, 2009-2014
- Financial Advisor, Edward Jones, 2008-2009
Education
- MBA, Finance & Management Consulting, University of Notre Dame
- BA, Sociology, University of Notre Dame