Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Sr, Financial Consultant, TD Ameritrade, 2014-2022
- Financial Consultant, LPL Financial, 2010-2014
- Financial Consultant, UCBIS, 2006-2010
- Client Financial Analyst, Citicorp investment, 2005-2006
Education
- BA Heald College