Financial credentials
- Series 7, 31, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
31 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2003-present
- Financial Consultant, Morgan Stanley, 1996-2003
- Personal Banking Officer, Wells Fargo, 1995-1996
Education
- BA, University of California at San Diego