Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Senior Financial Consultant, TD Ameritrade, 2018-2020
- Investment Consultant, Scottrade, Inc., 2015-2018
- Bilingual Branch Intern, Scottrade, Inc., 2013-2015
Education
- Bachelor of Business Administration, Finance, Florida International University
Personal interests and affiliations
- Rebuilding Together
- HOPE- Naples Florida