Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
13 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2016-present
- Associate Financial Consultant, Charles Schwab, 2015-2016
- High Net Worth Broker, Charles Schwab, 2013-2015
- Broker, Charles Schwab, 2011-2013
Education
- BS, Human Communications, Arizona State University
Personal interests and affiliations