Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Associate Financial Consultant, Charles Schwab, 2017-2019
- Financial Consultant Academy, Charles Schwab, 2015-2017
- Admissions Representative, Argosy University, 2013-2015
Education
- MBA, Argosy University
- BS, Marketing, Arizona State University
- BS, Management Entrepreneurship, Arizona State University
Personal interests and affiliations
- San Francisco Ballet Advisory Council