Financial credentials
- Accredited Asset Management Specialist℠
- Chartered Retirement Planning Counselor℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Merrill, Financial Solutions Advisor, Merrill Lynch, 2023-2024
- Financial Solutions Advisor, Bank of America, Merrill Lynch, 2022-2023
Education
- BA, Health and Human Physiology, University of Iowa
- Career Leadership Academy, Pomerantz Career Center
Personal interests and affiliations
- Milwaukee Athletic Club, Business Roundtable
- Black Latino Male Achievement, Mentor
- AmeriCorps Alumni, City Year
- Kinship Community Food Center, Volunteer