Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Financial Consultant Academy, Charles Schwab, 2019-2020
- Associate Financial Consultant, Charles Schwab, 2020-2021
- Financial Consultant, Charles Schwab, 2021-2025
Education
- Texas A&M University - Bachelors of Science in Mathematics
Personal interests and affiliations