Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2023-present
- Client Relationship Manager, Charles Schwab, 2022-2023
- Financial Consultant Partner, Charles Schwab, 2021-2022
- Associate Financial Consultant, Charles Schwab, 2020-2021
- Client Relationship Specialist, Charles Schwab, 2018-2020
- Manager, Sephora, 2013-2018
Education
Personal interests and affiliations