Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2013-present
- Associate Financial Consultant, Charles Schwab, 2011-2012
- Financial Representative, Fidelity Investments, 2008-2010
- Financial Advisor, Ameriprise Financial, 2006-2008
Education
- Dual Bachelors Degree with Honors from the University of California, Berkeley