Financial credentials
- Series 7, 9, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
13 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2021-present
- Planning Consultant, Fidelity Investments, 2021-2021
- Senior Relationship Manager, Fidelity Investments, 2017-2021
- Relationship Manager, Fidelity Investments, 2014-2017
- Financial Representative, Fidelity Investments, 2012-2014
Education
- BS, Business Finance, University of San Francisco