Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, Charles Schwab, 2021-2022
- Financial Consultant Academy, Charles Schwab, 2020-2021
- Graduate Research Assistant, America's SBDC, 2018-2019
- Middle Market Banking Financial Analyst, Wells Fargo, 2018-2018
- Client Support Intern, Maxwell Money, 2017-2018
Education
- BA, Business Finance, Dominican University of California
- MBA, Dominican University of California
Personal interests and affiliations
- Black Professionals at Charles Schwab