Financial credentials
- Series 6, 7, 9, 10, 24, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
33 years of professional experience
- VP - Branch Manager, Charles Schwab, 2003-present
- Investment Professional, Goldman Sachs, 1999-2003
- Manager, Fidelity Investments, 1992-1999
Education
- Bachelor of Arts, Brigham Young University 1991
Personal interests and affiliations