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, 2026-present
- Investment Consultant, Charles Schwab, 2025-2026
- Senior Service Solutions Specialist, Fidelity Investments, 2024-2024
- Workplace Planning Consultant II, Fidelity Investments, 2022-2024
- Workplace Planning Associate, Fidelity Investments, 2022-2022
Education
- BBA, Marketing and Finance, Texas Christian University
Personal interests and affiliations
- Model Society, Photographer, 2024
- Sierra Camera Club, 2024
- Out of Breath Run Club, 2024