Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Master in Business Administration
- Series 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
19 years of professional experience
- VP - Branch Manager, Charles Schwab, 2023-present
- VP, Assistant Branch Manager, Charles Schwab, 2020-2023
- VP, Financial Consultant, Charles Schwab, 2017-2020
- Associate, Financial Consultant, Charles Schwab, 2016-2017
- Client Service Specialist, Charles Schwab, 2015-2016
- Associate Director of Financial Assistance, Bentley University, 2008-2015
Education
- MBA, Economics & Financial Markets, Bentley University
- BS, Finance, Bentley College
Personal interests and affiliations