Financial credentials
- Master in Business Administration
- Series 7, 66 Securities Licenses
Experience
6 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2025-present
- Wealth Management - Outreach Consultant, TIAA, 2023-2025
- Senior Customer Advocate, TIAA, 2022-2023
- Financial Service Consultant, TIAA, 2021-2022
Education
- MBA, Finance, Louisiana State University Shreveport
- BA, Finance Concentration, Concordia University
Personal interests and affiliations
- Concordia Business Club, Phi Beta Lambda 2017-2021