Financial credentials
- Accredited Asset Management Specialist℠
- Certified Wealth Strategist®
- Series 3, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Investment Consultant, Charles Schwab, 2012-2015
- Registered Representative, Charles Schwab, 2010-2012
- Trading Consultant, Charles Schwab, 2015-2020
Education
- Arizona State University
- Bachelors of Science in Global Business and Management