Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
34 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2021-present
- VP - Financial Consultant, Charles Schwab, 2020-2021
- Associate Financial Consultant, Charles Schwab, 2019-2020
- VP - Director of Investment Communications, American Century Investments, 2015-2017
- Director - Fixed Income Product Management, American Century Investments, 1998-2015
- VP - Director of Mutual Fund Marketing, Wells Fargo Bank, 1995-1998
Education
- Bachelor of Arts, Economics, University of California at Irvine
Personal interests and affiliations