Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
12 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Financial Consultant, Fidelity Investments, 2022-2025
- Investment Consultant, Fidelity Investments, 2021-2022
- Financial Representative, Fidelity Investments, 2019-2021
- Relationship Manager, Bank of America, 2018-2019
- Financial Advisor, Fraser Financial Group, 2016-2018
Education
- BA - History, University of California, Los Angeles (UCLA)