Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2025-2025
- Financial Licensing Associate, Thrivent, 2024-2024
Education
- Bachelor of Arts, Political Science & International Relations, Loyola Marymount University
Personal interests and affiliations
- Loyola Marymount Baseball, 3-time Captain, 2019-2023
- Villanova University Baseball, 2023-2024