Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2017-present
- Associate Financial Consultant, Charles Schwab, 2015-2017
- Financial Services Professional, Charles Schwab, 2014-2015
Education
- BA, Economics, San Diego State University
Personal interests and affiliations