Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
20 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2008-present
- Financial Consultant, A.G.Edwards, 2004-2008
- Teacher, Modesto City, 1999-2004
Education
- B.S. Management Science Business Law, Cal Poly Ponoma