Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant Partner, Charles Schwab, 2024-2024
- Estates Specialist, Charles Schwab, 2022-2024
- Relationship Banker, Bank of America, 2019-2022
Education
Personal interests and affiliations