Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Master in Business Administration
- Master of Science in Finance
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
22 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Planning Consultant, Fidelity Investments, 2022-2025
- Financial Consultant, Truist Private Wealth, 2016-2022
- Private Banker, SunTrust Bank, 2014-2016
- Business Banker, Citibank, 2009-2014
Education
- Temple University, MBA
- Kazakh State Academy of Management, MSF
- Kazakh State Academy of Management, BA