Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2018-present
- Client Relationship Specialist, Charles Schwab, 2017-2018
- Sr. Specialist Broker, Charles Schwab, 2016-2017
- Associate Specialist Broker, Charles Schwab, 2016-2017
- Client Services Representative, Charles Schwab, 2015-2016
Education
- Bachelors of Business Finance, Radford University
- Minors: Economics, Mandarin Chinese, and International Studies