Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Investment Consultant, Charles Schwab, 2024-2026
- Financial Solutions Advisor, Merrill Lynch, 2020-2023
- Account Clerk, City of Norco, 2018-2019
Education
- Bachelor's of Science, Accounting, California Baptist University