Financial credentials
- Registered Investment Advisor
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Investment Consultant, Charles Schwab, 2026-2026
- Financial Consultant, Charles Schwab, 2024-2026
- 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