Financial credentials
- Accredited Asset Management Specialist℠
- Accredited Wealth Management Advisor℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Solutions Advisor, Merrill Lynch, 2021-2021
- Relationship Manager, Bank of America, 2017-2021
Education
- Associate of Science, General Studies, Collin College.
- Bachelor's of Business Administration, Finance, West Texas A&M University
Personal interests and affiliations