Financial credentials
- Certified Wealth Strategist®
- Series 7, 63, 65 Securities Licenses
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Advisor, DA Davidson, 2021-2024
- Central Relationship Manager, Fidelity Brokerage Services, 2021-2021
- Specialized High Net Worth Services Representative, Charles Schwab, 2020-2020
- Specialized Investment Representative, USAA Financial Advisors, 2017-2020
Education
- MA Human Resources Management
- BA Psychology
Personal interests and affiliations
- Victory Boxing Community Center - Board of Directors