Financial credentials
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant Partner, Charles Schwab, 2021-2024
- Relationship Banker, JPMorgan Chase, 2019-2021
- Personal Banker, JPMorgan Chase, 2017-2019
- Associate Banker, JPMorgan Chase, 2016-2017