Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2017-present
- Associate Financial Consultant, Charles Schwab, 2014-2017
- Registered Representative, Charles Schwab, 2011-2013
Education
- Master of Business Administration, Indiana University
- Bachelor of Science, Management, Indiana University
Personal interests and affiliations
- Jubilee Center of Broward County