Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
13 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2015-present
- Associate Financial Consultant, Charles Schwab & Co,Inc., 2014-2015
- High Net Worth Representative, Charles Schwab & Co,Inc., 2013-2014
- Registered Representative, Charles Schwab & Co,Inc., 2011-2013
Education
- The Ohio State University Fisher College of Business
- Bachelor of Science in Business Administration (BSBA)
- Cum Laude