Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2018-present
- Financial Consultant Partner, Charles Schwab, 2014-2018
- High Net Worth Associate, Charles Schwab, 2013-2014
- Advisor Assistant, Merrill Lynch, 2011-2012
Education
- BS, Business Administration
- Minor Economics
- California State University Channel Islands