Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2016-present
- Associate Financial Consultant, Charles Schwab, 2015-2016
- Financial Advisor, Morgan Stanley, 2013-2015
- Senior Shareholder Account Representative, The Capital Group Companies, 2007-2009
- Shareholder Account Representative, The Capital Group Companies, 2005-2007
- Financial Advisor's Assistant, Waddell and Reed, 2004-2004
Education
- MBA, The University of California, Irvine
- BA, Economics, The University of California, San Diego
- Certificate in Financial Planning, The Terry College of Business at the University of Georgia