I am a residential lending expert with extensive underwriting experience. I also have knowledge in business and commercial lending, including SBA loans.
I am an Institutional Trading analyst for Charles Schwab & Co. Inc. I assist legal counsel in supporting Mutual Funds and ETFs by creating and managing registration statements, drafting and filing supplements and other SEC and FINRA filings. I am a 2015 graduate from the ULF Connect Program. My greatest takeaway was and still is…
I am currently working in several areas where I provide counseling, benefits, and help individuals/families with their financial needs. I have experience in numerous fields, however, I am enjoying the mixture of the different areas I am involved in.