Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
18 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Investment Consultant, Charles Schwab, 2025-2026
- Broker Specialist, Charles Schwab, 2022-2025
- Mortgage Loan Officer, Neighborhood Loans, 2020-2022
- Mortgage Loan Officer / Banker, Desert Financial Credit Union, 2009-2020
- Teller, Wells Fargo, 2008-2009