Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Associate Financial Consultant, Charles Schwab, 2019-2021
- Financial Consultant Partner, Charles Schwab, 2018-2019
- Relationship Banker, Chase, 2018-2018
- Financial Representative, Fidelity Investments, 2016-2018
Education
- MBA, Finance, Notre Dame de Namur University