Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
28 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2012-present
- Team Manager, Branch CS/Ops, Menlo Park, Charles Schwab, 2008-2012
- Client Service Specialist II, Charles Schwab, 2004-2008
- Technical Representative III, Charles Schwab, 1999-2004
- Operations Specialist II, Charles Schwab, 1998-1999
Education
- BA, Administration in International Business, University of San Francisco
- BA, Business with Emphasis in Marketing, University of San Francisco