Financial credentials
- Accredited Asset Management Specialist℠
- Series 6, 7, 63 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
25 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Consultant, BBVA, 2019-2021
- Financial Consultant, Charles Schwab, 2012-2019
- Investment Consultant, Charles Schwab, 2006-2012
- Business Development, Charles Schwab, 1999-2005
Education
- Pepperdine University Bachelors Degree