Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
21 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2017-present
- Financial Adviser, Wells Fargo, 2007-2017
- Private Banking, Wells Fargo, 2003-2007
Education
- Masters in Literature