Financial credentials
- Series 7, 9, 10, 24, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
29 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2013-present
- Branch Manager, Charles Schwab & Co., Inc., 2000-2013
- Director, Prudential, 1999-2000
- District Manager, American Express Financial Advisors, 1996-1998
Education
- BS, Business Administration, University of Southern California