Financial credentials
- Series 6, 7, 53, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
32 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2008-present
- Sr. Fixed Income Specialist, Charles Schwab, 1997-2008
- Fixed Income Trader, Morgan Stanley Discover, 1995-1997
- VP Registered Representative, First California Capital Markets, 1993-1995
Education
- City College Of San Francisco
- Heald Insitute Of Technology