Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Financial Consultant Relationship Manager, Fidelity Investments, 2023-2026
- Financial Representative, Fidelity Investments, 2022-2023
- Personal Banker, Premier America, 2019-2022
Education
- BA, Communications, California State University, Northridge