Financial credentials
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Financial Consultant Partner, Charles Schwab, 2023-2025
- Client Relationship Specialist, Charles Schwab, 2022-2023
Education
- MBA, New Mexico State University
- BA, Finance, New Mexico State University
Personal interests and affiliations
- Dodgers Training Academy, Trainer, 2021-present
- New Mexico State University Softball, 2016-2020