Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Consultant, Fidelity Investments, 2011-2021
Education
- Degree 2014; Texas Woman's University; Bachelor of Arts; Arts, Visual and Performing.
Personal interests and affiliations