Financial credentials
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2024-present
- Registered Representative & High Net Worth Specialist, Charles Schwab, 2017-2018
- Investor Development Consultant, Charles Schwab, 2018-2018
- Associate Financial Consultant, Charles Schwab, 2018-2019
- Financial Consultant, Charles Schwab, 2019-2022
- Client Relationship Manager, Charles Schwab, 2022-2024
Education
- BS BA, Finance with minors in Spanish Language and Construction Management, University of Denver
Personal interests and affiliations
- Kappa Phi Lambda Sorority Inc. - Member