Financial credentials
- Master in Business Administration
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, Charles Schwab, 2021-2022
- VP, Premier Relationship Manager, HSBC Securities USA Inc., 2019-2021
- Premier Banker, Unionbanc Investment Service, LLC, 2018-2019
- Citigold Relationship Manager, Citigroup Global Market, 2014-2017
Education
- MBA, Northwest Polytechnic University
Personal interests and affiliations