Education

• B.S. in Business Analytics and Information Management – Purdue University

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.
• Series 63 – The Series 63 is an exam and license that entitles the holder to solicit orders for any type of security in a particular state. The Series 63 exam covers topics on ethical practices and fiduciary obligations.
• 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.