Financial credentials
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
14 years of professional experience
- VP - Branch Manager, Charles Schwab, 2024-present
- Client Service Specialist, Charles Schwab & Co., 2014-2015
- Sr. Financial Consultant Partner, Charles Schwab & Co., 2015-2021
- VP- Assistant Branch Manager, Charles Schwab & Co., 2021-2024