Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2024-2024
- Specialist, High Net Worth, Charles Schwab, 2022-2024
- Associate Financial Services Professional, Charles Schwab, 2021-2022
Education
- BA, Digital Culture with emphasis on Business Marketing, Arizona State University
Personal interests and affiliations