Financial credentials
- Accredited Asset Management Specialist℠
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2024-2025
- Relationship Banker (SAFE), Wells Fargo Bank N.A, 2019-2023
Education
- Associates of Science: Business Administration
Personal interests and affiliations