Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, Charles Schwab, 2023-2025
- Client Relationship Specialist, Charles Schwab, 2022-2023
Education
- BA, Political Science, University of Washington