Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Financial Consultant Partner, Charles Schwab, 2021-2023
- Sr. Specialist, High Net Worth Rep, Charles Schwab, 2018-2021
- Specialist, High Net Worth Rep, Charles Schwab, 2018-2018
- Associate, Brokerage Service Rep, Charles Schwab, 2017-2018
Education
- BS, Communication and Journalism, University of Colorado, Boulder
Personal interests and affiliations