Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master of Science in Finance
- 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, 2025-present
- Investment Consultant, Charles Schwab, 2024-2025
- Financial Consultant Academy, Charles Schwab, 2023-2024
- Senior Financial Analyst, BioMarin Pharmaceutical Inc., 2022-2023
- Associate Wealth Advisor, Beacon Pointe Advisors, 2021-2022
- Office Coordinator, University of San Francisco, 2015-2021
Education
- MS, Financial Analytics, USF
- BA, Finance, USF
Personal interests and affiliations