Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Client Relationship Specialist, Charles Schwab, 2022-2022
- Specialist, Member High Net Worth, Charles Schwab, 2021-2022
- Associate Financial Services Professional, Charles Schwab, 2020-2021
- Financial Consultant Partner, Charles Schwab, 2022-2024
Education
- MBA, Grand Canyon University
- B.S., Business Administration, Grand Canyon University
Personal interests and affiliations
- NMLS ID: 2453451