Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Financial Consultant Academy, Charles Schwab, 2017-2019
- Associate Financial Consultant, Charles Schwab, 2019-2020
Education
- BA, Finance, University of Arizona