Financial credentials
- Series 3, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
12 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Premium Relationship Manager, Morgan Stanley, 2024-2025
- Active Trader Consultant, E*TRADE, 2018-2024
- Business Development Manager, Zacks Investment Management, 2013-2018
Education
- BA, Environmental Business Studies, University of Southern California
- Business Minor, University of Southern California
Personal interests and affiliations
- Metropolitan Legal Aid Board, Associate Board