Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2018-present
- Investment Consultant, Charles Schwab, 2016-2018
- Financial Services Professional, Charles Schwab, 2014-2016
- Assistant Director of Admissions, University of Arizona, 2013-2015
- Associate Director of Global Recruitment, Thunderbird School of Global Management, 2009-2013
Education
- Masters of Business Administration University of Arizona
- BS of Business Management Grand Canyon University