Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Client Relationship Specialist, Charles Schwab, 2022-2024
- Underwriter/Loss Control, Arrowhead General Insurance, 2016-2022
Education
- Bachelor of Arts, UC Riverside