Financial credentials
- Series 7, 31, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
23 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2008-present
- Financial Advisor, Merrill Lynch, 2004-2007
- Financial Advisor, Morgan Stanley, 2001-2004
Education
- BA, University of California at Santa Barbara
Personal interests and affiliations
- San Leandro Boys and Girls Club, Board of Directors