Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Relationship Advisor, Wells Fargo Advisors, 2016-2021
- Owner/ Manager, Excelerated Advertising Solutions, 2014-2016
- Sales Rep/ Supervisor, Absolute Advertising, 2012-2014
Education
- Benedictine College
- Bachelor of Science- Psychology