Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Private Wealth Advisor®
- Certified Wealth Strategist®
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
24 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2025-present
- VP - Financial Consultant, Charles Schwab & Co Inc., 2008-2024
- VP Fixed Income Sales, HSBC Securities, 2004-2006
- AD Fixed Income Sales, UBS, 2001-2004
Education
- BA, Economics, Dartmouth College