Financial credentials
- Master of Science in Finance
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Sr. Financial Services Representative, Charles Schwab, 2021-2024
- Financial Consultant Partner, Charles Schwab, 2024-2025
Education
- Bachelor of Business Administration, Finance, Our Lady of the Lake University
- Master of Science, Financial Analysis, Our Lady of the Lake University
Personal interests and affiliations