Financial credentials
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Financial Consultant, E*TRADE by Morgan Stanley, 2018-2023
- Financial Advisor, Bank of America Merrill Lynch, 2014-2018
- Financial Planner, MetLife, 2011-2014
- Financial Services Advisor, Prudential, 2009-2010
- Financial Services Associate, Foresters Financial (formerly known as First Investors Corporation), 2007-2008
Education
- Bachelor of Sciences - Business Economics. UC Irvine.