Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2017-present
- Associate Financial Consultant, Charles Schwab, 2015-2017
- Loan Administrative Assistant III, Northrim Bank, 2012-2015
- Branch Supervisor, Northrim Bank, 2010-2012
- Branch Lead, Northrim Bank, 2009-2010
- Teller, Northrim Bank, 2007-2009
Education
- BA, Finance , UAA
- BA, Business Management, UAA