Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Associate Financial Consultant, Charles Schwab, 2019-2021
- Sr. Specialist, High Net Worth Representative, Charles Schwab, 2018-2019
- Associate Brokerage Service Representative, Charles Schwab, 2017-2018
Education
- BA, Economics, CU Boulder