Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, Charles Schwab, 2021-2022
- Client Relationship Specialist, Charles Schwab, 2018-2021
- Operational Risk Analyst, Citigroup, 2017-2018
- Sr. Teller, Citibank, 2013-2017
Education
- California State University, Long Beach - Business Administration - Finance