Financial credentials
- Accredited Asset Management Specialist℠
- Accredited Wealth Management Advisor℠
- Certified Wealth Strategist®
- Master in Business Administration
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
24 years of professional experience
- VP - Branch Manager, Charles Schwab, 2021-present
- VP - Senior Financial Consultant, Charles Schwab, 2007-2021
- Supervisor, Charles Schwab, 2000-2007
Education
- MBA, Regis University
- BA, Business, University of Southern California