Financial credentials
- Series 7, 9, 10, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- VP, Financial Consultant, TD Ameritrade, 2020-2022
- Branch Manager, TD Ameritrade, 2019-2020
- Sr Financial Consultant, TD Ameritrade, 2016-2019
Education
- Bachelor of Science, Retailing and Consumer Science, The University of Arizona