Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant Partner, Charles Schwab, 2024-2024
- Investment Consultant, Charles Schwab, 2022-2024
- Client Relationship Specialist, Charles Schwab, 2022-2022
- Concierge Banker, Banterra Bank, 2020-2022
- Lead Teller, Wells Fargo Bank, 2017-2020
Education
- Communication, Bachelor of Science, Arizona State University
Personal interests and affiliations