Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Investment Consultant, Charles Schwab, 2025-2026
- Client Relationship Specialist, Charles Schwab, 2024-2025
- Client Services Associate, Central Pacific Bank, 2024-2024
Education
- BA, Business Economics & Marketing. Whitworth University