Financial credentials
- Series 7, 9, 10, 63 Securities Licenses
Experience
15 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2026-present
- Manager - Client Relationship Support, Charles Schwab & Co., Inc., 2024-2026
- Sr. Client Relationship Specialist, Charles Schwab & Co., Inc., 2019-2024
- Sr. Resolution Specialist, Charles Schwab & Co., Inc., 2017-2019
- Electronic Response Representative, Fidelity Investments, 2015-2017
- Officer - Assistant Branch Manager, Bank of America, 2010-2014