Financial credentials
- Master in Business Administration
- Series 7, 63, 65, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
23 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2015-present
- Officer Private Client Group, PNC Bank, 2013-2015
- Investment Consultant, TD Ameritrade, 2009-2013
- Account Executive, TradeStation Securities, 2006-2009
Education
- MBA, Loyola University Chicago
- BS, Finance, Eastern Illinois University