Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Associate Financial Consultant, Charles Schwab, 2018-2020
- Brokerage Service Representative, Charles Schwab, 2015-2018
Education
- Bachelor Of Science, Arizona State University