Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Client Relationship Specialist, Charles Schwab, 2022-2024
- Senior Financial Consultant, TD Ameritrade, 2018-2021
- Investment Consultant, Scottrade, 2017-2018
- Investment Executive, Four Points Capital Partners, 2014-2017
Education
- Bachelor of Science Business Administration, Management - Western Governors University