Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2023-2024
- Client Relationship Specialist, Charles Schwab, 2021-2023
- Financial Services Representative, TD Ameritrade, 2021-2021
Education
- B.A., Finance, Texas Tech University