Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
16 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2014-present
- Associate Financial Consultant, Charles Schwab & Co. Inc, 2014-2014
- Investment Consultant, Charles Schwab & Co. Inc, 2012-2014
- Brokerage Service, Charles Schwab & Co. Inc, 2010-2012
- Client Service Associate, Charles Schwab & Co. Inc, 2009-2010
Education
- Arizona State University, BA Accounting
Personal interests and affiliations