Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
27 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2003-present
- Financial Advisor, Morgan Stanley, 2002-2003
- Financial Advisor, Merrill Lynch, 1999-2002
Education
- Bachelor of Science, Business Management, SJSU
Personal interests and affiliations
- AYSO Soccer, Youth Soccer Coach