Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2026-present
- Financial Consultant, Charles Schwab, 2023-2026
- Registered Wealth Management Client Associate, Merrill Lynch, 2020-2023
- Financial Service Professional, Charles Schwab, 2018-2020
Education
- BS, Business Administration and Management, University of Arizona