Financial credentials
- Series 7, 63, 65, 66 Securities Licenses
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Financial Consultant Partner, Charles Schwab, 2024-2025
- Specialist, High Net Worth Representative, Charles Schwab, 2022-2024
- Registered Representative, Charles Schwab, 2021-2022
Education
- Bachelor's in Economics, Eller School of Management, University of Arizona
Personal interests and affiliations
- Lions International
- White Cane