Financial credentials
- Series 7, 9, 63, 65 Securities Licenses
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Investment Consultant, Charles Schwab, 2026-2026
- Private Wealth Services, Charles Schwab, 2023-2025
- Licensed Broker, Charles Schwab, 2021-2023
Education
- Miami University, Bachelor of Science