Financial credentials
- Chartered Market Technician®
- Certified Wealth Strategist®
- Master in Business Administration
- Series 7, 9, 10, 66 Securities Licenses
Experience
32 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant, Charles Schwab & Co, 1992-1999
- Branch Manager, Charles Schwab & Co, 1999-2024
Education
- BA Business Administration, Economics Cal State San Bernardino
- MBA, Strayer University