Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
2 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2024-2025
- Financial Consultant Academy Professional, Charles Schwab, 2023-2024
- Real Estate Valuation Analyst, Clear Capital, 2021-2023
- Financial Intern, Northwestern Mutual, 2021-2021
- Golf Service Attendant, Cordevalle, 2017-2021
Education
- Bachelors of Science, Finance, University of Nevada Reno
- Associate of Arts, Business Administration, Gavilan College
Personal interests and affiliations
- Business Student Council, Alumni Chair, 2021-2022