Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Consultant, TD Ameritrade, 2018-2022
- Financial Consultant, TD Ameritrade, 2018-2018
- Investment Consultant, Scottrade, 2015-2018
- Registered Representative, AXA Advisors, 2014-2015
- Financial Professional Associate Intern, Prudential Financial, 2013-2013
Education
- The University of Akron
- BA, Business and Organizational Communication Graduated Cum Laude
Personal interests and affiliations
- Member of the Economic Club of Tampa
- Supporter of Donors Choose
- Supporter of The Humane Society of Tampa Bay
- Schwab Moneywise America