Financial credentials
- Series 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
25 years of professional experience
- VP - Branch Manager, Charles Schwab, 2025-present
- VP - Assistant Branch Manager, Charles Schwab, 2021-2025
- VP - Market Supervision Manager, Merrill Lynch, 2020-2021
- VP - Assistant Market Head, UBS, 2016-2020
- Executive Director, PWM, Morgan Stanley, 2000-2016
Education
- M.A. International Affairs, California State University, Sacramento
- B.A. Political Science and International Relations, UC Santa Barbara
- Waseda University, Tokyo Japan
Personal interests and affiliations
- Moneywise America, Schwab Financial Literacy 2024 - Present