Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, Charles Schwab, 2021-2022
- Client Relationsihp Specialist, Charles Schwab, 2021-2021
- High Net Worth Representative, Charles Schwab, 2020-2021
- Financial Services Professional, Charles Schwab, 2019-2020
Education
- BA, Political Science, CSU