Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, Charles Schwab, 2021-2022
- Client Relationship Specialist, Charles Schwab, 2020-2021
- Financial Advisor, Edward Jones, 2019-2020
- Associate, Edward Jones, 2018-2019
Education
- BS, Managerial Economics, UC Davis