Financial credentials
- Series 6, 7, 65, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
27 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
Education
- Masters in Business from International Management Institute, India
Personal interests and affiliations
- Like to engage in community service, meditation, hiking and yoga.