Financial credentials
- Accredited Asset Management Specialist℠
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
20 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2015-present
- Investment Consultant, Charles Schwab, 2012-2015
- Client Relationship Specialist, Charles Schwab, 2008-2012
- Client Service Specialist, T. Rowe Price, 2005-2008
Education
- BA, Westmont College