Financial credentials
- Series 6, 7, 9, 10, 26, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
27 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2021-present
- Financial Advisor, Stifel, 2016-2020
- VP Regional Director, Dividend Capital, 2010-2015
- Regional VP, AXA, 2006-2009
- Regional VP, Metlife, 2000-2005
- VP Sales Desk Manager, Equitable Distributors, 1998-1999
Education
- BA, Business Administration and Management
Personal interests and affiliations
- Board Member Christian Arts Theater, 2019 to Present