Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Consultant Partner, Charles Schwab, 2021-2021
- Associate Financial Consultant, Charles Schwab, 2019-2021
- Investment Consultant, Charles Schwab, 2019-2019
- High Net Worth Financial Services Professional, Charles Schwab, 2017-2019
Education
- Metropolitant State University of Denver
- Bachelor of Science Finance