Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Associate, Financial Consultant, Charles Schwab, 2017-2019
- Specialist, Brokerage Service Rep, Charles Schwab, 2016-2017
- Associate, Brokerage Service Rep, Charles Schwab, 2015-2016
Education
- Arizona State University
Personal interests and affiliations