Financial credentials
- Series 7, 24, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Manager, Retention & Outreach, MissionSquare, 2022-2026
- Retirment Plans Specialist, ICMA-RC / MissionSquare, 2010-2022
Education
- Bachelors of Science, Business Administration - Finance Option , California State University, Chico