Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
29 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2002-present
- Financial Consultant, Merrill Lynch, 1997-2002
- Financial Consultant, Olde Discount Corp., 1996-1997
Education
- BS, Business Administration, University of California, Riverside