Financial credentials
- Series 6, 7, 63, 65, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, Charles Schwab, 2020-2022
- Client Relationship Specialist, Charles Schwab, 2019-2020
- Client Service Associate, Edelman Financial Engines, 2017-2019
- Relationship Manager, Fidelity Investments, 2007-2012
Education
- BS, Business Administration, Purdue University Global