Financial credentials
- Series 7, 63, 65 Securities Licenses
Experience
27 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Sr. Financial Consultant, TD Ameritrade, 2018-2022
- Investment Consultant, Scottrade, 2014-2018
- Director, HFM Wealth Management, 2009-2013
- Vice President, Fidelity Investments, 2004-2008
- Manager, Fidelity Investments, 1999-2004
Education
- BA, Politics, University of California, Santa Cruz