Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Investment Consultant, Fidelity Investments, 2023-2026
- Business Development Manager, Arizona Tuition Connection, 2022-2023
Education
- Bachelor's Degree, Economics and Finance, San Diego State University