Financial credentials
- Series 7, 9, 10, 63 Securities Licenses
Experience
22 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2026-present
- Client Relationship Manager, Charles Schwab, 2021-2025
- Estates Team Manager, Charles Schwab, 2019-2021
- Estates Team Lead, Charles Schwab, 2018-2019
- Estates Specialist, Charles Schwab, 2017-2018
- Oil & Gas, VP of Operations, Cowry Enterprises, 2007-2017
Education
- University of Colorado