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, 2025-present
- AVP - Senior Premier Banker, Wells Fargo, 2019-2024
- Licensed Relationship Banker, Wells Fargo, 2015-2019
- Client Relationship Specialist, Wells Fargo, 2011-2015
Education
- Bachelor of Science, Business Administration, Hodges University
Personal interests and affiliations