Financial credentials
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
16 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Advisor, Merrill Lynch, 2018-2022
- Private Client Banker, JPMorgan Chase, 2012-2018
- Senior CSR, Homestreet Bank, 2007-2012
Education
- MEng, Industrial Engineer/ Social and Economic Systems
- BA, Applied Mathematics
- Project Management, Bellevue College
Personal interests and affiliations
- Hopelink
- Boys & Girls Clubs of America
- Children Internationals Friendship Festival