Financial credentials
- Master in Business Administration
- Series 7, 63, 66 Securities Licenses
Experience
21 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2018-present
- Bilingual Investment Consultant, Scottrade, 2012-2018
- Senior Stock Broker, Scottrade, 2004-2011
Education
- MBA, University of Hawaii
- BA, Marketing, University of Hawaii