Financial credentials
- Series 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Branch Manager, Charles Schwab, 2023-present
- Assistant Branch Manager, Charles Schwab, 2021-2023
- Financial Consultant Partner, Charles Schwab, 2020-2021
- Client Relationship Specialis, Charles Schwab, 2018-2020
- Relationship Specialist, Charles Schwab, 2016-2018
Education
- Bachelor of Science in Business Administration, Business Economics, Northern Arizona University
Personal interests and affiliations
- Women's Interactive Network at Schwab (WINS), 2016-present