Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Financial Consultant, Academy, Charles Schwab, 2017-2019
- Associate, Capital One, 2016-2017
- Financial Service Associate, JP Morgan & Chase, 2014-2016
Education
- Bachelor's Degree, Queens College
- Financial Planning Education, College for Financial Planning
Personal interests and affiliations
- Boys and Girls Club, Member - From 2017 to Present
- Rotary Club of Berkeley - Member