Financial credentials
- Master in Business Administration
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2023-2024
- Financial Representative, Fidelity Investments, 2023-2023
- Mortgage Loan Originator, Rocket Mortgage, 2021-2023
Education
- MBA, Western Governors University
- BS, Finance, Western Governors University
- AA, Business, Lower Columbia College
Personal interests and affiliations