Financial credentials
- Series 7, 63, 65 Securities Licenses
Experience
18 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Investment Consultant, Charles Schwab, 2021-2023
- Client Relationship Specialist, Charles Schwab, 2017-2021
- Data Management Analyst, Charles Schwab, 2014-2017
- Cost Basis Analyst, Charles Schwab, 2011-2014
- Customer Service Representative, Charles Schwab, 2008-2011
Education
Personal interests and affiliations