Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Investment Consultant, Charles Schwab, 2025-2026
- Sr Trading Specialist, Charles Schwab, 2024-2025
- Trading Specialist, Charles Schwab, 2022-2024
Education
- Bachelor of Music, Violin, Indiana University - Bloomington