Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Consultant, Charles Schwab, 2022-2023
- Sr Specialist, Brokerage Service Rep, Charles Schwab, 2021-2021
- Specialist, Brokerage Service Rep, Charles Schwab, 2020-2021
- Associate, Brokerage Service Rep, Charles Schwab, 2019-2020
Education
- BACHELOR OF INTERDISCIPLINARY STUDIES - BUSINESS AND ARCHITECTURE, ARIZONA STATE UNIVERSITY