Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
16 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2015-present
- Advice Consultant, Charles Schwab, 2013-2015
- Active Trader Broker, Charles Schwab, 2011-2013
- Personal Banker, JPMorgan Chase, 2010-2011
- Personal Banker, Wells Fargo, 2008-2010
Education
- BA, Finance, 2008
- University of Texas A&M Corpus Christi