Financial credentials
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
20 years of professional experience
- VP - Branch Manager, Charles Schwab, 2017-present
- Financial Consultant, Charles Schwab, 2007-2016
- Client Service, Charles Schwab, 2005-2007
Education
- California State University, Long Beach
- Political Science BA