Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
Experience
10 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2021-present
- Client Relationship Manager, Charles Schwab, 2018-2021
- Client Service & Support Team Manager, Charles Schwab, 2017-2018
- High Net Worth Representative, Charles Schwab, 2016-2018
Education
- Bachelor of Science, Business Administration, Colorado State University