Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2024-2025
- New Client Investment Consultant, Charles Schwab, 2021-2024
- High Net-Worth Trading Specialist, Charles Schwab, 2019-2021
- Financial Services Professional, Charles Schwab, 2018-2019
Education
- BBA, Finance, Texas State University
Personal interests and affiliations