Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Investment Consultant, Fidelity Investments, 2020-2023
- Relationship Manager, Fidelity Investments, 2020-2020
- Financial Representative, Fidelity Investments, 2019-2020
- Annuity Wholesaler, Allianz Life, 2015-2018
- Financial Representative, Northwester Mutual, 2012-2013
Education
- BS in Business Administration, Marketing - University of St. Thomas