Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2022-2025
- Client Service Specialist, TD Ameritrade/Charles Schwab, 2021-2022
Education
- Bachelor of Business Administration, Finance, Walsh University, Cum Laude
Personal interests and affiliations