Financial credentials
- Series 3, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Sr Specialist - Trading Solutions, TD Ameritrade, 2018-2022
- Manager - Trading Consultant, TD Ameritrade, 2017-2018
- Specialist - Trading Solutions, TD Ameritrade, 2017-2017
- Financial Representative, TD Ameritrade, 2015-2016
- Account Clerk, Applied Underwriters, 2014-2015
Education
- B.S. Finance: Financial Management, Northwest Missouri State University