Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Chartered Financial Consultant®
- Series 3, 7, 9, 10, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
22 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2017-present
- Financial Consultant, Charles Schwab, 2012-2016
- Branch Manager, E*TRADE Financial, 2008-2012
- Relationship Manager, E*TRADE Financial, 2006-2008
- Mutual Fund Wholesaler, Kelmoore Investment Company, 2005-2005
- Financial Services Associate, Prudential Financial, 2003-2005
Education
- Brandeis University, Waltham, MA, 2002
- B.A. in Biology and Economics