Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7 Securities License
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Investment Consultant, Charles Schwab, 2022-2023
- Financial Consultant Academy, Charles Schwab, 2020-2022
Education
- The University of Texas at Dallas - Bachelor of Science in Business Administration, Summa Cum Laude