Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Associate Financial Consultant, Charles Schwab, 2019-2020
- Investor Development Team, Charles Schwab, 2018-2019
- Pinnacle Services Team, Charles Schwab, 2018-2018
- Financial Services Professional, Charles Schwab, 2017-2018
Education
- University of Arizona, Eller College of Management; Bachelors of Science in Business Administration; Finance
Personal interests and affiliations