Financial credentials
- Certified Wealth Strategist®
- Master in Business Administration
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
31 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 1997-present
- Bank Trust & Estate Services Representative, Sanwa Bank, 1996-1997
- Loan Professional, Bank of America, 1994-1996
Education
- MBA, University of Southern California
- BA, University of California at Berkeley
Personal interests and affiliations
- Patron - LA Opera - Los Angeles, CA
- Sponsor - Phoenix Center - Horseshoe Bay, TX
- Sponsor - Farm Sanctuary - Watkins Glen, NY