Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
24 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2005-present
- Associate Portfolio Manager, Bedell Investment Counselling, 2004-2005
- Investment Consultant, Charles Schwab, 2000-2004
Education
- BA, Political Science, UC Berkeley