Financial credentials
- Series 6, 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2023-present
- AVP, Client Service Officer, Citigroup, Private Bank, 2022-2023
- AVP, Wealth Relationship Manager, Citigroup, 2018-2022
- VP, Branch Manager, JPMorgan Chase, 2017-2018
- Relationship Banker, JPMorgan Chase, 2016-2017
- Personal Banker, US Bank, 2015-2016
Education
- BS, Computational Mathematics, University of Washington
Personal interests and affiliations
- United Statement Military Army - 2009 - 2021