Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2018-present
- Associate Financial Consultant, Charles Schwab & Co., Inc, 2018-2018
- Client Relationship Specialist, Charles Schwab & Co., Inc., 2016-2018
- Corporate & Foundation Relations Manager, American Nurses Foundation, 2014-2016
- Donor Relations Manager, American Nurses Foundation, 2013-2014
Education
- BA, Chinese, Grinnell College