Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Investment Consultant, Charles Schwab, 2025-2026
- FCA - Investor Development, Charles Schwab, 2024-2025
Education
- BA, Finance, Loyola University Chicago