Financial credentials
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Associate Financial Consultant, Charles Schwab & Co., 2018-2019
- Associate Financial Consultant-International, Charles Schwab & Co., 2017-2018
- Client Relationship Specialist, Charles Schwab & Co., 2014-2017
Education
- MS, Human Resources Management, Nova Southeastern University
- BA, Arts and Sciences, Florida International University