Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- 401(k) Participant Services Specialist, Charles Schwab & Co., 2018-2021
- Financial Consultant Partner, Charles Schwab & Co., 2021-2024
Education
Personal interests and affiliations