Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Associate Financial Consultant, Charles Schwab, 2018-2019
- Financial Service Professional, Charles Schwab, 2016-2018
Education
- BA, Real Estate Development, Arizona State University
Personal interests and affiliations