Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2023-2025
- Premier Banker, Wells Fargo, 2022-2023
- Financial Professional, Equitable, 2020-2022
Education
- Florida SouthWestern State College
- B.S. Business Administration