Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Associate Financial Consultant, Charles Schwab, 2019-2021
- Investment Consultant, Charles Schwab, 2019-2019
- Licensed Broker, Charles Schwab, 2018-2019
- Financial Services Professional, Charles Schwab, 2018-2018
Education
- College of Business- Economics and International Business
- Texas A&M Corpus Christi
Personal interests and affiliations