Financial credentials
- Accredited Asset Management Specialist℠
- Series 3, 4, 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
33 years of professional experience
- VP - Branch Manager, Charles Schwab, 2007-present
Education
- California State University, Sacramento
- BS, Business Finance 1991
Personal interests and affiliations
- Junior Achievement Organization - Las Vegas
- Boys and Girls Club - Las Vegas