Financial credentials
- Accredited Wealth Management Advisor℠
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Investment Consultant, Fidelity Investments, 2020-2021
- Financial Consultant Partner, Charles Schwab, 2019-2020
- Client Relationship Specialist, Charles Schwab, 2018-2019
- Registered Personal Banker, Wells Fargo, 2017-2018
- Personal Banker, Wells Fargo, 2015-2017
Education
- BA, Business Finance, Southern New Hampshire University
Personal interests and affiliations
- El Rancho High School Soccer, Assistant Varsity Coach, 2023-2024