Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant, Financial Solutions Branch, Charles Schwab, 2021-2024
- IDT, Investment Consultant, Charles Schwab, 2020-2021
- Specialist, High Net Worth Rep, Charles Schwab, 2019-2019
- Associate, Brokerage Service Rep, Charles Schwab, 2018-2019
Education
- Bachelor of Business Administration, Management, University of Texas at Arlington
Personal interests and affiliations