Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
12 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2022-present
- Planning Consultant, Fidelity Investments, 2021-2022
- Investment Consultant, Fidelity Investments, 2019-2021
- Relationship Manager, Fidelity Investments, 2018-2019
- Financial Representative, Fidelity Investments, 2015-2018
- Associate Financial Services Professional, Charles Schwab, 2014-2015
Education
- MBA, University of Louisiana - Shreveport
- BA, Latin American Studies, University of Texas - Austin