Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Investment Consultant, Charles Schwab, 2022-2023
- Client Relationship Specialist, Charles Schwab, 2021-2022
- Agent, New York Life, 2020-2021
Education
- BA, Economics, University of Arizona