Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
16 years of professional experience
- VP - Branch Manager, Charles Schwab, 2021-present
- Associate - Client Services, Charles Schwab Bank, 2009-2012
- Specialist - Client Services, Charles Schwab, 2012-2014
- Associate - Financial Consultant, Charles Schwab, 2014-2015
- VP - Financial Consultant, Charles Schwab, 2015-2021
- VP - Assistant Branch Manager, Charles Schwab, 2021-2021
Education
- BA - Arizona State University, Communication & Journalism
Personal interests and affiliations
- Leave No Veteran Behind Financial Literacy Volunteer 2012-2015
- Sun Sounds Radio for the Blind Volunteer 2009-2012
- Regional Chair - Women's Interactive Network at Schwab 2021-Present