Financial credentials
- Registered Investment Advisor
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2024-present
- New Client Investment Consultant, Charles Schwab, 2022-2024
- Financial Consultant Development Academy, TD Ameritrade, 2021-2021
- Sales Manager, Vector Marketing, 2018-2020
Education
- BA, International Relations, University of Texas at Austin
Personal interests and affiliations