Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2023-2025
- Client Relationship Specialist, Charles Schwab, 2021-2023
- Operations Hotline Associate, Charles Schwab, 2019-2021
- Operations Processor Associate, Charles Schwab, 2018-2019
Education
- Bachelors of Science, Finance, University of Central Florida
Personal interests and affiliations