Financial credentials
- Master in Business Administration
- Series 7, 9, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
7 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2022-present
- Investment Consultant, Charles Schwab, 2021-2022
- Investment Advisor, Confidence Wealth Management, 2021-2021
- Financial Advisor, Stifel Nicolaus & CO, Inc., 2020-2021
- Financial Relationship Advisor, Wells Fargo Advisors, 2017-2020
- Medical Department Supervisor, U.S. NAVY, 2012-2017
Education
- Master Business Administration, California Baptist University