Financial credentials
- Chartered Financial Analyst®
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2016-present
- Financial Consultant, Ameriprise Financial, 2014-2016
- Mortgage Banker, JPM Chase, 2014-2014
- Mortgage Consultant, Wells Fargo, 2010-2013
Education
- MBA, University of Minnesota - Carlson School of Management
- BS, Finance, Metropolitan State University