Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Associate Financial Consultant, Charles Schwab & Co., Inc., 2020-2021
- Financial Consultant Academy, Charles Schwab & Co., Inc., 2018-2020
Education
- Bachelor of Science in Finance, Focus in Investment Analysis; Colorado State University
Personal interests and affiliations
- Women's Interactive Network at Schwab (WINS),