Financial credentials
- Series 6, 7, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Premier Banker, Wells Fargo Bank, N.A, 2014-2021
Education
- Bachelors in Science from Sri Krishna Devaraya University
Personal interests and affiliations
- Tri Valley Kannada Sangha,
- one school at a time