Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
15 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2024-present
- VP - Financial Consultant, Charles Schwab & Co., Inc., 2015-2024
- Associate Financial Consultant, Charles Schwab & Co., Inc., 2013-2015
- Client Service Specialist, Charles Schwab & Co., Inc., 2011-2013
- Executive Team Leader, Target Corporation, 2009-2011
Education
- Bachelors in Science, Business Administration, USC Marshall School of Business
- Personal Financial Planning Certificate, UCLA Extension
Personal interests and affiliations
- USC Marshall Business School, Career Advantage Program Mentor