Financial credentials
- Accredited Asset Management Specialist℠
- Chartered Mutual Fund Counselor℠
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
28 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2000-present
- Relationship Manager, Private Bank, Bank of America, N.A., 1998-2000
- Investment Executive, UBS Paine Webber Inc, 1996-1998
Education
- University of Southern California
- BA, Business Economics
- Financial Strategies