Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 63, 66 Securities Licenses
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Associate Financial Consultant, Charles Schwab, 2019-2021
- High New Worth Representative, Charles Schwab, 2018-2019
- Associate Broker, Charles Schwab, 2017-2018
- Audit Intern, Grant Thornton, 2016-2016
Education
- MBA, Grand Canyon University
- Bachelors of Science, Accounting, Grand Canyon University
Personal interests and affiliations