Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Consultant Partner, Charles Schwab, 2019-2021
- High Net Worth Specialist, Charles Schwab, 2018-2019
- Financial Consulting Academy Program, Charles Schwab, 2017-2018
Education
- BS in Finance, University of Colorado at Boulder