Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- Branch Manager - Financial Solutions Branch, Charles Schwab, 2026-present
- Client Relationship Manager, Charles Schwab, 2024-2026
- Team Manager, Client Service & Support, Charles Schwab, 2022-2024
- Sr. Specialist, Active Trader, Charles Schwab, 2021-2022
- Sr. Specialist, Client Service & Support, Charles Schwab, 2020-2021
- Financial Advisor, USAA, 2016-2020
Education
- BS, Finance, The University of Texas at Dallas