Financial credentials
- Accredited Asset Management Specialist℠
- Master in Business Administration
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
17 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2021-present
- VP - Financial Consultant, Charles Schwab, 2014-2021
- Associate Financial Consultant, Charles Schwab, 2012-2014
- Specialist - Branch Client Relationship, Charles Schwab, 2010-2012
- Financial Representative, Fidelity Investments, 2008-2010
Education
- MBA, Finance, University of La Verne
- BA, Economics & Psychology, Cornell College
Personal interests and affiliations
- Boys & Girls Club LA Harbor, Executive Board Member
- Professional Ski Instructors of America