Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
22 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2014-present
- VP - Financial Consultant, Charles Schwab, 2007-2013
- Client Service Specialist, Charles Schwab, 2005-2007
Education
- MBA, University of Southern California
- BA, International Studies, University of California, Irvine