Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
16 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Financial Advisor, Merrill Lynch, Pierce, Fenner & Smith Inc., 2016-2020
- Financial Advisor, Variable Annuity Life Insurance Company, 2013-2016
- Financial Advisor, Waddell & Reed Financial, Inc, 2012-2013
- Surgical Technologist, Fresno Community Hospital, 2008-2012
Education
Personal interests and affiliations