Financial credentials
- Series 3, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Trading Solutions Consultant, Charles Schwab, 2015-2020
- Investment Consultant, Charles Schwab, 2012-2015
- Active Trader Registered Representative, Charles Schwab, 2008-2012
Education
- Bachelor's in Finance, Arizona State University, W.P. Carey School of Business
Personal interests and affiliations