Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Consultant, TD Ameritrade, 2020-2021
- Wealth Management Consultant, US Bancorp Investments, 2017-2020
- Private Client Specialist, Fidelity Investments, 2010-2014
Education
- BA, Business Economics, UC Santa Barbara