Financial credentials
- Series 7, 66 Securities Licenses
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Branch Investment Consultant, Charles Schwab, 2024-2025
- Investment Development Team - Financial Consultant Academy, Charles Schwab, 2024-2024
- Licensed Broker - Financial Consultant Academy, Charles Schwab, 2023-2024
- Client Service Representative - Financial Consultant Academy, Charles Schwab, 2023-2023
Education
- Bachelors of Science, Finance, University of Colorado Boulder
- Bachelors of Science, Information Analytics, University of Colorado Boulder
- Minor, Political Science with an Emphasis in International Affairs
- Global Business Certificate, University of Colorado Boulder
Personal interests and affiliations
- Alpha Kappa Psi, Professional Co-ed Business Fraternity
- Phi Alpha Delta, Professional Pre-Law Fraternity