Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Consultant Partner, Charles Schwab, 2021-2022
- Sr. Specialist, Charles Schwab, 2018-2021
- Personal Banker, Velocity Credit Union, 2015-2018
Education
- BA, Business Management, Texas State University