Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Registered Private Wealth Client Associate, Merrill Lynch, 2021-2023
- Regional Sales Associate, Fisher Investments, 2020-2021
Education
- BS, Business Administration, Oregon State University
Personal interests and affiliations