Financial credentials
- Series 3, 7, 63, 66 Securities Licenses
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Senior Trading Specialist, TD Ameritrade, 2022-2023
- Senior Trading Specialist, Charles Schwab, 2023-2024
- Business Development Specialist, Rethink Wealth, 2020-2022
Education
- BS Economics, Texas Christian University
Personal interests and affiliations