Financial credentials
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Investment Consultant, Charles Schwab, 2024-2026
- Client Relationship Specialist, Charles Schwab, 2022-2024
- Financial Services Professional, NYLIFE SECURITIES, 2021-2022
- Client Relationship Coordinator, North Star Resource Group, 2019-2021
Education
- BBA, Business Administration, Concordia University Texas