Financial credentials
- Accredited Wealth Management Advisor℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant Partner, Charles Schwab, 2022-2024
- Investment Consultant, Charles Schwab, 2022-2022
- FCA, Licensed Broker, Charles Schwab, 2021-2022
- Fundraising & Special Events Manager, Louisiana Art & Science Museum, 2019-2021
Education
- BS, Business, Texas A&M University
Personal interests and affiliations
- Junior League of Palo Alto - Mid Peninsula