Financial credentials
- Series 7, 9, 10, 63 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
33 years of professional experience
- VP - Financial Consultant, Charles Schwab, 1995-present
- Financial Consultant, Merrill Lynch, 1992-1994
Education
- BA, Political Science/International Relations, UCSB
- Pacific Asian Management Institute, University of Hawaii at Manoa
Personal interests and affiliations