Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Senior Premier Banker, Wells Fargo, 2024-2025
- Internal Wholesaler, Raymond James Investment Management, 2021-2024
- Internal Wholesaler, AIG, 2018-2021
- Internal Wholesaler, Jackson National, 2013-2018
Education
- Fort Lewis College - Finance
- Certified Fraud Examiner - Association of Certified Fraud Examiners
Personal interests and affiliations