Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Investment Consultant, Charles Schwab, 2021-2023
- Financial Solutions Advisor, Merrill Lynch, Pierce, Fenner, & Smith, 2020-2021
- Financial Consultant, Equitable Advisors, LLC, 2017-2020
Education
- BS, Business Administration; Finance - Univ. of California, Riverside
- Wealth Management Theory & Practice, Yale School of Management - Executive Education