Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
12 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Consultant, TD Ameritrade, 2014-2022
- Business Development Specialist, TD Ameritrade, 2013-2014
Education
- University of Miami
- Coral Gables, FL
- Bachelor, Business Legal Studies and Finance
Personal interests and affiliations
- Board Member - Helping Hands for Single Moms Dallas
- TD Ameritrade Circle of Champions (Platinum), 2016, 2017, 2018, 2019, 2020
- Silver Lifetime Achievement Award; 18X Presidents Club
- Leadership Award Recipient