Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
Experience
8 years of professional experience
- Branch Manager - Financial Solutions Branch, Charles Schwab, 2025-present
- Client Relationship Manager, Charles Schwab, 2023-2025
- Client Relationship Specialist, Charles Schwab, 2020-2023
- Financial Service Professional, Charles Schwab, 2017-2020
Education
- BA, Microbiology, University of Kansas
Personal interests and affiliations