Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Financial Consultant, Fidelity Investments, 2024-2025
- Investment Consultant, Fidelity Investments, 2023-2024
- Financial Representative, Fidelity Investments, 2022-2023
- Insurance & Financial Consultant, State Farm, 2018-2022
- Senior Banker, Union Bank MUFG, 2017-2018
Education
- Bachelor of Arts in Economics, California State University Channel Islands
- Associate of Arts in Mathematics & Economics, Santa Barbara City College