Financial credentials
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
17 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2024-present
- Vice President, Financial Consultant, Charles Schwab, 2012-2024
- Investment Consultant, Charles Schwab, 2011-2012
Education
- Bachelors of Science, Finance, Salisbury University
Personal interests and affiliations
- Alpha Sigma Tau National Sorority
- Woman's Interactive Network at Schwab