Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
21 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2014-present
- Associate Financial Consultant, Charles Schwab, 2013-2014
- Regional Private Banker/Brokerage Associate, Wells Fargo, 2008-2013
- Licensed Banker, Wells Fargo, 2006-2008
- Personal Banker, Wells Fargo, 2004-2006
Education
- BSBA, Finance, University of Nevada, Las Vegas
Personal interests and affiliations