Financial credentials
- Master in Business Administration
- Series 7, 66 Securities Licenses
Experience
21 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Consultant, Fidelity Investments, 2018-2021
- Financial Solutions Advisor, AVP, Bank of America Merrill, 2016-2018
- Financial Advisor, Edward Jones, 2015-2016
- Private Client Advisor, VP, JP Morgan Securities, 2013-2014
- Financial Advisor, Morgan Stanley, 2004-2013
Education
- MBA, International Business, Thunderbird Graduate School of International Management
- Bachelor of Science, Arizona State University
- Investment Management Program, University of Pennsylvania The Wharton School
Personal interests and affiliations
- Seattle Humane
- CFA Society of Seattle