Financial credentials
- Series 7, 66 Securities Licenses
Experience
8 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2023-present
- Investment Consultant, Charles Schwab, 2021-2023
- Client Relationships Specialist, Charles Schwab, 2020-2021
- Financial Advisor, Edward Jones, 2015-2016
Education
- Bachelors Degree of Finance - University of Texas in Arlington
Personal interests and affiliations