Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
26 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2002-present
- Investment Advisor, Morgan Stanley, 2000-2002
- Investment Advisor, TD Waterhouse, 1999-2000
Education
- BS, Business Administration, Option in Finance, Cal State Chico