Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2023-2024
- Financial Consultant Academy, Charles Schwab, 2021-2023
- Talent Agent, Fortress Talent Management, 2015-2021
Education
- BA, Music, Grinnell College