Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Series 4, 7, 9, 10, 55, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2025-present
- Financial Consultant, Fidelity Investments, 2023-2025
- Manager of CX, Advanced Brokerage & Crypto, Robinhood Markets, 2021-2023
- Institutional Team Manager, Charles Schwab, 2017-2020
- Team Lead, Partner Support, Charles Schwab, 2016-2017
- Associate, Charles Schwab, 2014-2016
Education
- BS, Business Management, Western Governors University