Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Financial Consultant Partner, Charles Schwab, 2024-2025
- Client Relationship Specialist, Charles Schwab, 2024-2024
- Private Client Services Broker, Charles Schwab, 2023-2024
- Financial Services Representative, Charles Schwab, 2022-2023
Education
- Bachelors of Science in Economics and Finance, Grand Canyon University