Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2011-present
- Associate Financial Consultant, Charles Schwab & Co, 2010-2011
- Individual Consultant, TIAA-CREF, 2007-2009
- Sales Associate, Wachovia, Wachovia Securities, 2005-2007
Education
- MS, Business Management With Concentration In Finance, University of Texas at Dallas
- BS, Electrical Engineering, Shahid Beheshti University - Tehran