Financial credentials
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2023-2025
- Client Relationship Specialist, Charles Schwab, 2020-2023
- Relationship Banker, Chase Bank, 2019-2020
Education
- Management & Business Economics, UC Merced
Personal interests and affiliations