Financial credentials
- Certified Wealth Strategist®
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
12 years of professional experience
- VP - Branch Manager, Charles Schwab, 2019-present
- Sr Manager, Charles Schwab, 2017-2019
- VP - Financial Consultant, Charles Schwab, 2013-2017
- Registered Representative, Charles Schwab, 2011-2013
Education
- BS, Accounting, Arizona State University