Financial credentials
- CERTIFIED FINANCIAL PLANNER™ Certificant
- Chartered Financial Consultant®
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2015-present
- Associate Financial Consultant, Charles Schwab, 2014-2015
- Active Trader Broker, Charles Schwab, 2012-2014
- Broker, Charles Schwab, 2011-2012
Education
- BS, Financial Management, Clemson University