Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
31 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Investment Consultant, Charles Schwab, 2019-2023
- Brokerage Service Representative, Charles Schwab, 2017-2019
- Senior Search Consultant, Fidelis Partners, 2015-2017
- Senior Account Manager, Onyx M.D., 2014-2015
- Senior Sales Executive, Genesis Biotechnology Group, 2013-2014
Education
- BS, Biological and Biomedical Sciences, Washington State University