Financial credentials
- Accredited Asset Management Specialist℠
- Accredited Wealth Management Advisor℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investor Development, Charles Schwab, 2022-2023
- Investment Consultant, Charles Schwab, 2023-2025
Education
- B.A. Sociology, San Jose State University
Personal interests and affiliations
- Theta Chi Fraternity