Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
16 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2016-present
- Associate Financial Consultant, Charles Schwab, 2014-2016
- Registered Representative, Charles Schwab, 2010-2014
- Agency Coordinator, Foresters Financial Partners, 2007-2008
Education
- BS, Finance, Indiana University - Kelley School of Business