Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant-Financial Solutions Branch, Charles Schwab, 2021-2024
- Financial Consultant Partner- Active Trader Branch, Charles Schwab, 2020-2021
- Sr. Specialist- Schwab Trading Services, Charles Schwab, 2020-2020
- Specialist- Financial Service Professional, Charles Schwab, 2019-2020
- Financial Services Professional, Charles Schwab, 2018-2019
Education
- BS, Criminal Justice and Criminology, ASU
- Minor in Business, ASU