Financial credentials
- Series 3, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- New Client Investment Consultant, Charles Schwab, 2021-2023
- High Net Worth Specialist, Charles Schwab, 2020-2021
- Registered Representative, Charles Schwab, 2019-2020
Education
Personal interests and affiliations