Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
14 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Sr. Financial Consultant Partner, Charles Schwab, 2021-2023
- Regional Bank Private Banker, Wells Fargo, 2016-2021
- Branch Manager 2, Wells Fargo, 2014-2016
- Branch Manager 1, Wells Fargo, 2013-2014
- Assistant Branch Manager, Wells Fargo, 2012-2013
Education
- BBA, General Business, Boise State University
- Fostering Inclusion & Diversity Certificate, Yale School of Management
Personal interests and affiliations
- Women & Children's Alliance, Ambassador