Highly-accomplished and detail-oriented financial professional successful at financial planning and business development by building relationships, managing risk and establishing trust
Client Relations Specialist 04/2019 to 07/2020
Charles Schwab Service Center - Phoenix, AZ and Denver, CO
Investment Consultant 12/2015 to 04/2019
Bachelor of Science: Health Promotion 2009
Auburn University, College of Education - Auburn, AL
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