Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Consultant, TD Ameritrade, 2021-2022
- Financial Consultant, TD Ameritrade, 2019-2021
- Relationship Manager, Fidelity Brokerage Services, 2016-2018
- Global Service Specialist, Charles Schwab & Co, 2014-2016
Education
- Bachelor of Arts, Economics and Administrative Studies with Concentration in Finance, University of California Riverside
Personal interests and affiliations
- Hong Kong Association of Southern California, Member, 2024-Present
- San Gabriel Valley Chinese Cultural Association, Member, 2024-Present
- Second Harvest Food Bank of Orange County, Volunteer, 2022-Present