Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Sr. High Net Worth Specialist, Charles Schwab, 2023-2024
- Financial Services Representative, Charles Schwab, 2021-2023
- Financial Consultant Partner, Charles Schwab, 2024-2025
Education
- Bachelors, Business Law - Arizona State University
Personal interests and affiliations