Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Investment Consultant, Charles Schwab, 2025-2026
- Client Relationship Specialist, Charles Schwab, 2019-2025
- Senior Loan Officer, Denali Alaskan FCU, 2011-2015
- Wells Fargo, Teller, 2006-2011
Education
- Bachelor of Business Administration, Management, University of Alaska