Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Consultant, TD Ameritrade, 2016-2022
- New Client Development, TD Ameritrade, 2014-2016
- Financial Services, TD Ameritrade, 2013-2014
Education
Personal interests and affiliations
- Moneywise America, Mentor