Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Investment Consultant, Charles Schwab, 2021-2023
- Client Relationship Specialist, Charles Schwab, 2021-2021
- Financial Services Representative, E*TRADE By Morgan Stanley, 2020-2021