Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
22 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2018-present
- Associate Financial Consultant, Charles Schwab, 2012-2018
- Financial Adviser, Merrill Lynch, 2011-2012
- Registered Sales Assistance, Merrill Lynch, 2007-2011
- Life Insurance Representative, New York Life, 2004-2007
Education
- California State University - Fresno
- BS - Business Administration - Finance Option
Personal interests and affiliations