Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Registered Financial Consultant
- Series 7, 66 Securities Licenses
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, Charles Schwab & Co., Inc, 2021-2022
- Associate, Brokerage Service Rep, Charles Schwab & Co., Inc, 2019-2021
Education
- University of South Florida
- Tampa, FL
- Bachelor of Science, Finance