Financial credentials
- Series 7, 66 Securities Licenses
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant Partner, Charles Schwab, 2022-2024
- Financial Consultant Academy, Charles Schwab, 2021-2022
- External Auditor, Ernst & Young, 2019-2021
Education
- MSA, Accounting, University of Nevada Las Vegas
- BSBA, Accounting, University of Nevada Las Vegas
Personal interests and affiliations
- Southlake Chamber Young Professionals