Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, Charles Schwab, 2021-2022
- Client Relationship Specialist, Charles Schwab, 2020-2021
- Sr. Speciliast - Brokerage Rep, Charles Schwab, 2019-2020
- Client Service Specialist, Charles Schwab, 2018-2019
- Sr. Relationship Banker, BBVA Compass, 2015-2018