Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2024-2024
- Client Relationship Specialist, Charles Schwab, 2022-2024
- Financial Services Representative, Charles Schwab, 2021-2022
Education
- California Polytechnic State University at San Luis Obispo