Financial credentials
- Master in Business Administration
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Premier Banker II, Wells Fargo, 2016-2021
- Relationship Banker - Private Client, J.P. Morgan Chase, 2014-2016
- VP - Business Banker, Bank of America, 2007-2014
Education
- California Lutheran University, MBA
- University of California, San Diego, Communications, BA
- Study Abroad, London, UK
Personal interests and affiliations