Financial credentials
- Chartered Financial Analyst®
- Series 3, 4, 7, 9, 10, 24, 53, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Senior Manager, Charles Schwab, 2016-2022
- Senior Derivative Trading Specialist, optionsXpress / Charles Schwab, 2013-2016
- Licensed Broker, Scottrade, 2011-2013
Education
- Saint Louis University
- Bachelor's Degree, Economics
- 2007-2011