Financial credentials
- Series 7, 66 Securities Licenses
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Consultant Partner, Charles Schwab, 2021-2022
- Investment Consultant, Charles Schwab, 2021-2021
- Pinnacle High Net worth Representative, Charles Schwab, 2020-2021
- Client service Associate, Charles Schwab, 2020-2020
Education
- Bachelor of Science
- Accounting
- University of Colorado Boulder