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, 2026-present
- Investment Consultant, Charles Schwab, 2024-2026
- Financial Consultant Partner, Charles Schwab, 2022-2024
- Relationship Banker, Wells Fargo Bank, N.A., 2021-2022
- Personal Banker, Citibank, N.A., 2018-2021
- Lead Teller of Operations, JP Morgan Chase Bank, N.A., 2012-2016