Financial credentials
- Master in Business Administration
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2022-2024
Education
- MBA - Chaminade University
- BSBA - University of Southern Mississippi