Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Private Client Advisor, J.P. Morgan Securities, LLC, 2019-2021
- Financial Advisor, Waddell & Reed, 2018-2019
- Investment Consultant, Charles Schwab, 2017-2018
Education
- Bachelor of Science, Psychology, Western Washington University