Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 63, 66 Securities Licenses
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- New Client Investment Consultant, Charles Schwab, 2021-2024
- Trading Specialist - High Net Worth, Charles Schwab, 2019-2021
Education
- BA, Economics, CSU
- International Finance Certificate, University of Economics, Prague, CZ
Personal interests and affiliations
- Rocky Mountain Easter Seals
- Junior Achievers Volunteer