Financial credentials
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
14 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, Charles Schwab, 2021-2022
- Sales & Support Specialist, BOK Financial Advisors, 2019-2021
- Advisor Support, Ameriprise Financial, 2018-2019
- English Teacher, AnubanChaiyaphum, 2017-2018
- Financial Consultant, Scottrade, 2011-2017
Education
- BA, Financial Planning, Northeastern State University