Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Private Client Advisor, J.P. Morgan Wealth Management, 2023-2024
- Senior Client Associate, Willamette Cascade Wealth Management, 2023-2023
- Client Serice Associate, Wealth Advisor Associate, Morgan Stanley, 2021-2023
- Investment Banking Intern, Tullius Partners, 2019-2021
- Intern, Paulson Investment Company, 2018-2019
Education
- BA Business Administration: Finance, University Honors College, Portland State University
Personal interests and affiliations