Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 66 Securities Licenses
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Workplace Planning Consultant, Fidelity Investments, 2019-2021
- International Trader, Fidelity Investments, 2018-2019
- Customer Relationship Advocate, Fidelity Investments, 2018-2018
- Education Counselor, TD Ameritrade, 2013-2017
Education
- Bachelor of Science, Business Administration, University of Utah