Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Associate Financial Consultant, Charles Schwab, 2019-2020
- Relationship Specialist, Charles Schwab, 2017-2019
Education
- Lourdes University
- BA, Business Administration