Financial credentials
- Series 7, 24, 63, 66 Securities Licenses
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Consultant, TD Ameritrade, 2019-2022
- National Investment Consultant, Scottrade, 2016-2019
- Financial Services Representative, Scottrade, 2015-2016
Education
- Business Administration - Finance, Southern Illinois University - Edwardsville
- General Studies, Southwestern Illinois College
Personal interests and affiliations