Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
14 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Associate Financial Consultant, Charles Schwab, 2019-2020
- Partner Support (CS&S), Charles Schwab, 2018-2019
- Client Service & Support, Charles Schwab, 2017-2018
- Personal Banker, Wells Fargo, 2014-2017
- Team Lead, Credit Card Services, Wells Fargo, 2011-2017
Education
- BA, Business Finance, University of Phoenix
Personal interests and affiliations