Financial credentials
- Master in Business Administration
- Series 7, 9, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
12 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2022-present
- IB Associate Financial Consultant, Charles Schwab, 2020-2022
- IB Client Service Specialist, Charles Schwab, 2020-2020
- Home Loan Post Closing Specialist, Citizens Bank, 2018-2021
- Marketing Specialist, MDF Design and Consulting, LLC, 2018-2022
- High Net Worth Registered Representative, Fidelity Investments, 2015-2016
Education
- MBA, Texas Woman's University
- BGS, Texas Woman's University