Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
14 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2015-present
- Associate Financial Consultant, Charles Schwab, 2014-2015
- Active Trader Representative, Charles Schwab, 2012-2014
- Registered Representative, Charles Schwab, 2010-2012
Education
- BS, WP Carey Business School, Arizona State University