Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Senior Financial Consultant, TD Ameritrade, 2019-2021
Education
- BS, Finance, Virginia Tech
Personal interests and affiliations
- Surfrider Organization
- VT Football Alumni Association