Financial credentials
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present
- Financial Advisor, USAA, 2015-2021
- Investment Representative, JPMorgan Chase, 2009-2015
Education
- Bachelor, Business Information Systems and Cyber Security, The University of Texas at San Antonio
Personal interests and affiliations