Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
12 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Consultant Partner, Charles Schwab, 2018-2021
- Client Relationship Specialist, Charles Schwab, 2016-2018
- Help Desk Specialist, Charles Schwab, 2013-2016
Education
- BS, Computer Information Systems, ASU
Personal interests and affiliations
- Veterans of Foreign Wars (VFW)
- Shinnyo-En USA, Member