Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
12 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2024-present
- VP - Financial Consultant, Charles Schwab, 2016-2023
- Financial Consultant Partner, Charles Schwab, 2014-2016
- Financial Services Professional, Charles Schwab, 2012-2014
Education
- BA, Interdisciplinary Studies, Grand Canyon University