Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
11 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2019-present
- Senior Financial Consultant, TD Ameritrade, 2015-2019
Education
- San Diego State University
- Bachelors Degree in Organizational Psychology - Emphasis in Finance
- San Diego Mesa College
- Associates Degree
Personal interests and affiliations
- Psi Chi Honor Society