Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
15 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2021-present
- Associate Financial Consultant, Charles Schwab, 2012-2012
- Specialist - Brokerage Service Representative, Charles Schwab, 2010-2012
- VP - Financial Consultant, Charles Schwab, 2012-2020
Education
- BIS, Business & Tourism Management, Arizona State University
- MGM, Global Management, Thunderbird School of Global Management