Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Financial Consultant, TD Ameritrade, 2018-2020
- New Client Development, TD Ameritrade, 2017-2018
- Investor Services, TD Ameritrade, 2016-2017
Education
- Bachelors, International Business, St. Edwards University
Personal interests and affiliations