Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
18 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Consultant, Fidelity Investment, 2018-2022
- Investment Consultant, Charles Schwab, 2016-2018
- Analyst, Stonegate Capital Advisors, 2015-2016
- Senior Client Consultant, Charles Schwab, 2007-2014
- Loan Officer, American General, 2006-2007
Education
- BBA,Business Administration and Management
- BA, Minor in Spanish
- Accredited Asset Management Specialist Designation
Personal interests and affiliations
- Junior Achievement of Arizona, Volunteer
- Tumbleweed Center for Youth Development, Volunteer
- Central Arizona Shelter Services, Volunteer