Financial credentials
- Series 7, 66 Securities Licenses
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2015-present
- Active Trader VP Financial Consultant, Charles Schwab, 2021
- Sr. Financial Conultant, Charles Schwab, 2018-2021
- Financial Consultant, Charles Schwab, 2017-2018
- Broker Associate, Charles Schwab, 2015-2017
Education
- BA, The University of Texas at Austin
Personal interests and affiliations
- Financial Literacy Coalition of Central Texas