Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
12 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2024-present
- Associate Portfolio Consultant, Schwab Private Client, 2016-2017
- Relationship Specialist, Charles Schwab & Co., Inc., 2014-2016
- Senior Administrator, Charles Schwab & Co., Inc., 2013-2014
- Investment Consultant, Charles Schwab & Co., Inc., 2017-2024
Education
- BA., Economics, University of Virginia
Personal interests and affiliations