Financial credentials
- Series 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
16 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- VP - Assistant Branch Manager, Charles Schwab, 2022-2024
- Private Client Financial Consultant, Charles Schwab, 2018-2022
- Branch Manager, Charles Schwab, 2016-2018
- Financial Consultant, E*TRADE, 2014-2016
- Financial Advisor, Merrill Lynch, 2012-2014
Personal interests and affiliations
- Redondo Beach AYSO Soccer Coach
- Redondo Beach Unified School District Parent Teachers Association
- National Head Start Association
- Diversity and Inclusion Employee Resource Group