Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
12 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2018-present
- Associate Financial Consultant, Charles Schwab, 2015-2018
- Fidelity Investments, Financial Representative II, 2014-2015
- Fidelity Investments, Full Trader, 2012-2014
Education
- BA. International Relations/ Political Science, UC San Diego