Financial credentials
- Series 7, 9, 10, 63 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
36 years of professional experience
- VP - Branch Manager, Charles Schwab, 1998-present
- Investment Specialist, Charles Schwab, 1993-1998
- Broker, Gene Morgan Financial, 1991-1992
- Loan Consultant, Home Savings of America, 1989-1991
Education
- BS Electrical Engineering - 1988
- California State Polytechnic University
- Pomona, CA
Personal interests and affiliations
- The Huntington Library, Art Collections, and Botanical Gardens
- Rose Bowl Aquatics