Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- SOAR Rotational Associate, Fidelity Investment, 2021-2022
- Fundraising Associate, Fidelity Charitable, 2022-2023
Education
- B.A. Politics, University of Dallas
Personal interests and affiliations