Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2023-2024
- High Net Worth Rep, Charles Schwab, 2021-2023
Education
- Bachelor of Arts - BA, Philosophy, Hampden-Sydney College
Personal interests and affiliations