Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2023-2024
- Senior Preferred Banker, First Republic Bank, 2021-2023
- Private Client Banker, JPMorgan Chase & Co, 2014-2021
Education
- BS, Business Administration: Marketing, San Francisco State University