Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Associate Financial Consultant, Charles Schwab, 2017-2018
- Financial Service Professional, Charles Schwab, 2016-2017
Education
- BA, Business Economics with Concentration in Finance, MSU Denver