Education

• B.B.A. in Finance – University of Cincinnati

Licenses

• Series 7 – The Series 7 is an exam and license that entitles the holder to sell all types of securities products except commodities and futures. The Series 7 exam covers topics on investment risk, taxation, equity and debt instruments, packaged securities, options, and retirement plans.
• Security Industry Essentials® (SIE®) – The Security Industry Essentials® (SIE®) is an exam and license that demonstrates fundamental knowledge of the securities industry. The SIE® exam covers topics on industry terminology, securities products, the structure and function of the markets, regulatory agencies and their functions, and regulated and prohibited practices.