Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Assistant Branch Manager, MidFirst Bank, 2022-2023
- High Net Worth Service Associate, Fidelity Investments, 2022-2022
- Relationship Banker, Wells Fargo, 2021-2022
- Service Manager, Wells Fargo, 2020-2021
- Personal Banker, Wells Fargo, 2018-2020
Education
Personal interests and affiliations
- RoadRunner Food Bank Volunteer