Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Consultant Partner, Charles Schwab, 2020-2021
- Client Relationship Specalist, Charles Schwab, 2018-2020
- Specialist, Brokerage Service Rep, Charles Schwab, 2018-2018
- Associate, Brokerage Service Rep, Charles Schwab, 2017-2018
Education
- Arizona State University
- Tempe, AZ
- BS, Business