Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
22 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- VP-Senior Premier Banker, Wells Fargo Bank, 2006-2021
- Senior Accountant, P&C LIM Management Ltd, NZ, 2003-2006
Education
- Bachelor's Degree, Accounting & Commercial Law , Victoria University Of Wellington, New Zealand
- Post Graduate Diploma in Professional Accounting , Victoria University of Wellington, New Zealand
- CFP Education Program, Kaplan Financial Program
Personal interests and affiliations
- Yoga Alliance, E-RYT500, YACEP Yoga Teacher / Meditation Teacher
- Citizens for Better Community (CBC) , Life Time Member
- Asian Professionals Inclusion Network (APIN) at Schwab, Co-Chair
- Fremont Rotary Club, Member