Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
16 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2015-present
- Associate Financial Consultant, Charles Schwab, 2014-2015
- Senior High Net Worth Specialist, Charles Schwab, 2011-2014
- Senior Registered Representative, Charles Schwab, 2009-2011
Education
- BS, Business Administration, California State University, Chico
Personal interests and affiliations
- Pancreatic Cancer Action Network, Cincinnati Chapter, Purple Stride Chair
- Alpha Gamma Delta Alumna