Financial credentials
- Certified in Blockchain and Digital Assets
- Series 7, 9, 10, 63, 66 Securities Licenses
Experience
17 years of professional experience
- VP - Branch Manager, Charles Schwab, 2026-present
- VP, Assistant Branch Manager, Charles Schwab, 2025-2026
- Branch Manager, Charles Schwab, 2021-2025
- Client Relationship Manager, Charles Schwab, 2019-2021
- Branch Operations Manager, E*Trade Securities, 2018-2019
- Branch Manager, Scottrade, 2014-2018
Education
- Major-Finance, California State University-Fresno