Financial credentials
- Series 7, 66 Securities Licenses
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Financial Consultant Partner, Charles Schwab, 2024-2025
- Client Relationship Specialist, Charles Schwab, 2022-2024
- Financial Consultant Academy, Charles Schwab, 2022-2022
- Associate Banker, Chase, 2021-2022
Education
- Bachelors, Business Administration, Grand Canyon University
Personal interests and affiliations