Financial credentials
- Series 7, 63, 65 Securities Licenses
Experience
18 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Sr. Financial Consultant Partner, Charles Schwab, 2014-2025
- Client Relationship Specialist, Charles Schwab, 2008-2014
- Client Relationship Specialist, Citi Bank, 2005-2006
Education
- MBA, University of Punjab (Pakistan)