Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2015-present
- Associate Financial Consultant, Charles Schwab, 2013-2015
- Stockbroker Trainee, Charles Schwab, 2011-2013
Education
- BA, Finance, The University of Texas at Austin
Personal interests and affiliations