Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2023-2024
- Specialist, Core Service - Int'l Client Services, Charles Schwab, 2021-2023
Education
Personal interests and affiliations