Financial credentials
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2018-present
- Financial Consultant Academy, Charles Schwab, 2016-2017
- Financial Service Professional, Charles Schwab, 2015-2016
- Financial representative Intern, Northwestern Mutual, 2014-2015
- Associate Financial Consultant, Charles Schwab, 2017-2018
Education
- BS, Financial Counseling and Planning, Purdue University