Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Financial Consultant Partner, Charles Schwab, 2017-2020
- Associate Financial Consultant, Charles Schwab, 2015-2017
- Schwab Trading Services, Charles Schwab, 2015-2015
- Financial Services Professional, Charles Schwab, 2013-2015
Education
- University of Nebraska-Lincoln
- Bachelor of Science: Finance