Financial credentials
- Chartered Financial Analyst®
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Branch Manager, Charles Schwab, 2013-present
- Senior Manager, Charles Schwab, 2008-2012
- Registered Representative, Charles Schwab, 2006-2007
Education
- BS, Business Management, Arizona State University
Personal interests and affiliations
- CFA Institute
- CFA Society Seattle
- McLean Little League