Financial credentials
- Series 7, 31, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
25 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2005-present
- Financial Consultant, Morgan Stanley, 1999-2005
Education
- Bachelor of Arts Degree
- University of California, Davis
Personal interests and affiliations
- Vallejo Rotary Club, Board of Directors, 2001-2006
- Vallejo Chamber of Commerce, 2000-2005
- Napa Valley Unified School District, Basketball Coach, 1993-2007
- Franchise Owner/Partner Cold Stone Creamery 2002-2007