Financial credentials
- Series 7, 66 Securities Licenses
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Advice Consultant, Charles Schwab & Co., Inc., 2025-2026
- Sr Participant Consultant, Charles Schwab & Co., Inc., 2020-2025
- Associate Financial Consultant, Charles Schwab & Co., Inc., 2019-2020
- Specialist- Participant Services, Charles Schwab & Co., Inc., 2017-2019
Education
- Arizona State University, May 2015 BS in Finance with an Economics minor