Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
18 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Consultant Partner, Charles Schwab, 2020-2021
- Investment Consultant, Charles Schwab, 2018-2020
- Registered Client Service Associate, Merrill Lynch Wealth Management, 2017-2018
- Registered Client Service Associate, UBS Wealth Management, 2016-2017
- Client Service Manager, Standard Chartered Private Bank, 2011-2014
Education
- BA, International Economics with a Specialization in Computer Programming, University of California, Los Angeles
- MSc, Investment Management, Hong Kong University of Science and Technology
Personal interests and affiliations
- UCLA Alumni