Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Investment Consultant, Charles Schwab, 2024-2026
- Investment Counselor, Fisher, 2022-2023
- Associate, Merrill Lynch, 2018-2022
Education
- BA, Economics, George Mason University
Personal interests and affiliations
- Traveling
- Cooking
- Volunteering
- Learning Languages