Financial credentials
- Series 6, 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
26 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2005-present
- Asia Pacific Services Multi-Lingual Investment Specialist, Charles Schwab & Co,, 1999-2005
- Personal Banker, Citibank N.A., 1997-1999
Education
- BA, Asian Studies, University of California Berkeley