Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
0 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2012-present
- Branch Manager, Charles Schwab & Co., Inc, 2009-2012
- Financial Consultant, Charles Schwab & Co., Inc, 2003-2009
- Client Service Supervisor, Charles Schwab & Co., Inc, 2000-2003
- Investment Specialist, Charles Schwab & Co., Inc, 1997-2000
- Dividend Specialist, Charles Schwab & Co., Inc, 1996-1997
Education
- MFA, Indiana University - 1995
- BA, Sonoma State University - 1992