Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
6 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2020-present
- Investment Solutions Representative, Fidelity Investments, 2020-2020
- Customer Relationship Advocate, Fidelity Investments, 2019-2020
- Customer Service Specialist, Charles Schwab, 2017-2019
Education
- University of Wisconsin - Madison