Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Associate Financial Representative, Charles Schwab, 2020-2021
- Private Client Stockbroker, Charles Schwab, 2021-2023
- Investment Consultant, Charles Schwab, 2023-2025
- Financial Consultant Partner, Charles Schwab, 2025-2026