Financial credentials
- Series 7, 63, 65 Securities Licenses
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Analyst, Goldman Sachs Ayco, 2022-2025
- Investment Counselor, Fisher Investments, 2019-2021
- Private Client Banker, JPMorgan Chase, 2016-2019
- Personal Banker, Bank of America, 2014-2016
Education
- BBA, Finance, University of Houston Down Town