Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
30 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Sr Financial Consultant, TD Ameritrade, 2006-2023
- Financial Consultant, TD Waterhouse, 1996-2006
- Account Executive, Morgan Stanley/Dean Witter, 1993-1995
Education
- B.A. Journalism/Mass Communication Silliman University
Personal interests and affiliations
- Volunteer - Lighthouse Meals Program Lahaina Maui 1988 - 1992
- Volunteer/Fundraising Committee - American Lung Associaton 1993-1994
- Member - Soroptimist International 1993 - 1994
- Volunteer - Family Programs Hawaii 2007 - 2010