Financial credentials
- Series 7, 66 Securities Licenses
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Sr. Financial Consultant, Participant Concierge, Charles Schwab, 2021-2025
- Financial Consultant, Participant Concierge, Charles Schwab, 2020-2021
- Specialist, Brokerage Service Rep, Charles Schwab, 2019-2020
- Associate, Brokerage Service Rep, Charles Schwab, 2017-2019