Financial credentials
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Branch Manager, Charles Schwab, 2022-present
- VP - Financial Consultant, Charles Schwab, 2021-2022
- Financial Consultant Partner, Charles Schwab, 2019-2021
- Project Management Specialist, Charles Schwab, 2018-2019
- Retirement Services Specialist, Charles Schwab, 2014-2018
Education
- BS, Political Science, University of Utah