Financial credentials
- Series 7, 9, 10, 66 Securities Licenses
Experience
11 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2025-present
- Sr Manager, CS&S, Charles Schwab, 2022-2025
- Defined Benefit Operations Team Manager, RPS, Charles Schwab, 2020-2022
- Participant Services Team Manager, RPS, Charles Schwab, 2017-2020
- Participant Services Professional, Charles Schwab, 2014-2017
Education
- BS in Finance, Portland State University