Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Associate Financial Consultant, Charles Schwab, 2020-2021
- Client Relationship Specialist, Charles Schwab, 2018-2020
- Sr. Specialist, Client Banking Services, Charles Schwab, 2017-2018
- Specialist, Client Banking Services, Charles Schwab, 2016-2017
- Financial Consultant Academy Participant, Charles Schwab, 2015-2016
Education
- J.D., Law, Indiana University School of Law
- B.A., Political Science/Psychology/Theatre, University of California - San Diego
Personal interests and affiliations
- UC San Diego Alumni Leadership Scholarships, Review Committee, 2021-present
- UC San Diego Triton Community Connections, Alumni Volunteer, 2020-present
- Someone Cares Soup Kitchen, Volunteer, 2019-present
- Toys for Tots, Volunteer, 2018-present