Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2024-2025
- Financial Consultant Partner, Charles Schwab, 2023-2024
- Client Relationship Specialist, Charles Schwab, 2021-2023
Education
- Bachelor of Science, Finance, University of Maryland
- Bachelor of Science, Operations Management and Business Analytics, University of Maryland
Personal interests and affiliations