Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
2 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2024-2025
- Client Relationship Specialist, Charles Schwab, 2022-2024
Education
- BSBA, Finance, University of the Pacific
- BSBA, Management and Human Resources, University of the Pacific
Personal interests and affiliations