Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Advisor, Merrill Lynch, 2020-2022
- Premier Banker, Wells Fargo, 2020-2020
- Financial Advisor Development Program, Merrill Lynch, 2018-2020
- Operations Manager, Bank of America, 2015-2018
- Senior Personal Banker, U.S. Bank, 2013-2015
Education
Personal interests and affiliations