Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Associate Financial Consultant, Charles Schwab, 2018-2021
- High Net Worth Representative, Charles Schwab, 2015-2018
- Sales Representative, Verizon, 2012-2015
Education
- Bachelor of Science, Business Management, Brigham Young University - Idaho
Personal interests and affiliations
- Brigham Young University Alumni Association