Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2014-present
- Investment Consultant, Charles Schwab, 2012-2014
- Brokerage Service Rep/Trading Desk, Charles Schwab, 2009-2012
Education
- BA, Business Finance, University of Colorado at Boulder