Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Associate, Financial Consultant, Charles Schwab and Co., Inc., 2020-2021
- Financial Consultant Partner, Charles Schwab and Co., Inc., 2017-2020
- Financial Consultant Academy Cohort, Charles Schwab and Co., Inc., 2015-2017
Education
- BA, Business Administration, Dominican University of California
- Minor, Leadership Studies, Dominican University of California