Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
Experience
8 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2026-present
- Manager, Client Relationship Specialist, Charles Schwab, 2023-2026
- Sr. Client Relationship Specialist, Charles Schwab, 2021-2023
- Client Relationship Specialist, Charles Schwab, 2020-2021
- Client Service and Support, Charles Schwab, 2017-2020
Education
- BS, Kinesiology, California State University, Fullerton