Financial credentials
- Series 7, 63, 65 Securities Licenses
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Financial Consultant Partner, Charles Schwab, 2025-2026
- Client Relationship Specialist, Charles Schwab, 2024-2025
- Specialist, Operations, Charles Schwab, 2022-2024
- Complaints Agent, Wells Fargo, 2022-2022
- Customer Experience Representative, Robinhood, 2021-2022