Financial credentials
- Master of Science in Finance
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
2 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Investment Consultant, Charles Schwab, 2025-2026
- Financial Consultant Academy, Charles Schwab, 2024-2025
Education
- MSF, Finance, George Mason University
- BA, Finance, George Mason University