Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2017-present
- Associate Financial Consultant, Charles Schwab, 2015-2017
- Investment Consultant, Charles Schwab, 2015-2015
- Participant Services, Charles Schwab, 2012-2015
Education
- BS, Finance, Arizona State University
Personal interests and affiliations