Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, Charles Schwab, 2021-2022
- Client Relationship Specialist, Charles Schwab, 2020-2021
Education
- Bachelor Of Science in Business Administration, Finance, University of Arizona Eller College of Management