Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2017-present
- Associate Financial Consultant, Charles Schwab, 2017-2017
- Financial Consultant Academy Cohort, Charles Schwab, 2015-2017
Education
- BS, Technological Entrepreneurship and Management, Arizona State University School of Engineering
Personal interests and affiliations
- US Green Building Council - Arizona Chapter
- Arizona State University Lean Six Sigma, Green Belt