Financial credentials
- CERTIFIED FINANCIAL PLANNER™ Certificant
- Series 7, 63, 66 Securities Licenses
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant Partner, Charles Schwab, 2023-2024
- Investment Consultant, Charles Schwab, 2022-2023
- Specialist, Brokerage Service Rep, Charles Schwab, 2021-2022
- Associate, Brokerage Service Rep, Charles Schwab, 2020-2021
- Apprentice, Charles Schwab, 2019-2020
Education
- Bachelor's Degree, Finance and Marketing, Butler University
Personal interests and affiliations