Financial credentials
- Series 7, 9, 10, 24, 66 Securities Licenses
Experience
25 years of professional experience
- VP - Branch Manager, Charles Schwab, 2025-present
- AVP, Executive Services, E*TRADE from Morgan Stanley, 2023-2025
- Branch Manager, E*TRADE, 2006-2022
- Team Lead, E*TRADE, 2005-2006
- Financial Advisor, E*TRADE, 2004-2005
- Relationship Manager / FSR, E*TRADE, 1999-2004
Education
- BS, Business Administration California State University - Sacramento