Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Investment Consultant, Charles Schwab, 2022-2023
- Client Relationship Specialist, Charles Schwab, 2022-2022
- Complex Onboarding, Vanguard, 2018-2022
- Personal Investor, Vanguard, 2017-2018
Education
- BA, Business Administration, Grand Canyon University
Personal interests and affiliations
- Honors College at Grand Canyon University
- Delta Mu Delta Honor Society
- Alpha Chi National Honor Society