Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
18 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- VP Wealth Center Manager, HSBC Bank, 2016-2022
- VP Premier Relationship Advisor, HSBC Securities, 2015-2015
- VP Premier Relationship Manager, HSBC Bank, 2012-2014
- Assistant Manager, Wells Fargo Bank, 2007-2012
Education
- UC Davis
- BS, Managerial Economics