Financial credentials
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, Charles Schwab & Co., Inc, 2021-2022
- Client Relationship Specialist, Charles Schwab & Co., Inc, 2020-2021
- Private Client Banker, Relationship Banker, J.P. Morgan Securities LLC, 2015-2020
Education
- BBA, Business San Jose State University