Financial credentials
- Accredited Wealth Management Advisor℠
- Certified Wealth Strategist®
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
19 years of professional experience
- VP - Branch Manager, Charles Schwab, 2020-present
- Assistant Branch Manager, Charles Schwab, 2017-2020
- Client Relationship Manager, Charles Schwab, 2005-2017
Education
- BS, Business Management , Western Governor's University