Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
14 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Private Client Advisor, J.P. Morgan, 2020-2022
- Private Client Banker, Chase Bank, 2015-2020
- Relationship Banker, Chase Bank, 2011-2015
Education
- BA, Finance, University of Hawaii