Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2023-2024
- Core Financial Representative, Charles Schwab, 2021-2023
- Client Relationship Specialist, Charles Schwab, 2022-2023
Education
- BA, Economics, University of Texas at Austin
- Minor in Business, University of Texas at Austin
- Minor in German, University of Texas at Austin
Personal interests and affiliations
- Texas Exes - UT Austin Alum Association