Financial credentials
- Certified Wealth Strategist®
- Master of Science in Finance
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- VP - Branch Manager, Charles Schwab, 2022-present
- VP - Assistant Branch Manager, Charles Schwab, 2019-2021
- Branch Manager, TD Ameritrade, 2018-2019
- Branch Manager, Scottrade, 2016-2018
- Investment Consultant, Scottrade, 2011-2016
Education
- Master of Science in Finance, Florida International University
- Bachelor of Business Administration, Florida International University
Personal interests and affiliations
- Schwab Organization of Latinxs
- Junior League of Miami