Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Financial Consultant, Fidelity Investments, 2019-2025
- VP- Private Client Advisor, Bank of the West, 2018-2019
- AVP- Private Banker, Wells Fargo, 2014-2018
Education
- Business Administration : Finance CSUC
- Business Information Systems : Management Information Systems CSUC
Personal interests and affiliations