Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present
- Participant Services Associate, Charles Schwab, 2020-2021
- Participant Services Specialist, Charles Schwab, 2021-2021
Education
- BA in Economics from the University of Texas at Austin
Personal interests and affiliations