Financial credentials
- Series 6, 7, 63, 66 Securities Licenses
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2023-2024
- Premier Banker, Wells Fargo, 2023-2023
- Investment Advisor, Prudential Advisors, 2023-2023
- Registered Representative, New York Life, 2020-2023
- Universal Banker, SunTrust, 2018-2020
Education
- Associates in Science, Rowan Cabarrus Community College, 2016
Personal interests and affiliations