Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
18 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- VP Financial Consultant, Charles Schwab, 2022-2022
- VP Assistant Branch Manager, Charles Schwab, 2022-2022
- Branch Manager, TD Ameritrade, 2018-2022
- Branch Manager, Scottrade, 2011-2018
- Senior Stockbroker, Scottrade, 2008-2011
Education
- California State University Hayward
- BS, Business Administration:
- -New Venture & Small Business Management
- -Marketing Management
Personal interests and affiliations
- Inspiring Connections Outdoors; Sierra Club, San Francisco Bay Chapter; Volunteer Whitewater Rafting Guide; Since 1999
- Healing Waters Wilderness Adventures; Volunteer Whitewater Rafting Guide; Volunteer Whitewater Rafting Guide; Since 2017