Financial credentials
- Series 3, 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Sr Manager, CS&S Trader Private Client Services, Charles Schwab & Co., Inc., 2024-2025
- Manager, CS&S Trader Private Client Services, Charles Schwab & Co., Inc., 2023-2024
- Sr Specialist, Active Trader, TD Ameritrade, Inc., 2018-2023
- Financial Services Representative, Scottrade, Inc., 2017-2018
Education
- Bachelor of Science, Sociology, University of Missouri Saint Louis
Personal interests and affiliations
- Saint Louis Hills Neighborhood Association, Advisory Board
- Friends of Francis Park, Chairman of the Lily Pond