Financial credentials
- Accredited Asset Management Specialist℠
- Master in Business Administration
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Associate Financial Consultant, Charles Schwab, 2020-2021
Education
- MBA, Golden Gate University