Financial credentials
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Financial Consultant, Financial Solutions Branch, Charles Schwab & Co., 2023-2025
- Client Relationship Specialist, Charles Schwab & Co., 2021-2023
- Relationship Banker, Wells Fargo Bank N.A., 2019-2021
- Personal Banker 2, Wells Fargo Bank N.A., 2018-2019
- Licensed Personal Banker, Wells Fargo Bank N.A., 2016-2023
Education
- Master Recording Program II Certification, Conservatory of Recording Arts & Sciences
Personal interests and affiliations