Financial credentials
- Accredited Wealth Management Advisor℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Advisor, Merrill Lynch, 2020-2021
- Principal, Native Trading LLC, 2018-2020
- Portfolio Strategist, Jackson National, 2015-2018
- Financial Analyst, Prologis, 2013-2015
- Equity Trader, Unicom Capital, 2010-2013
Education
- B.S., Finance, University of Colorado at Boulder
Personal interests and affiliations