Financial credentials
- Master in Business Administration
- Series 7, 63, 66 Securities Licenses
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Senior Financial Consultant, TD Ameritrade, 2017-2019
- Financial Consultant, Scottrade Inc, 2013-2017
Education
- MBA, University of Phoenix
- BBA, University of New Mexico