Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Associate Financial Consultant, Charles Schwab, 2015-2018
- Specialist - High Net-Worth Rep, Charles Schwab, 2014-2015
- Associate - Brokerage Svc Rep, Charles Schwab, 2013-2014
- Associate - Brokerage Svc RRT, Charles Schwab, 2013-2013
- Personal Banker, Bank of America, 2011-2013
Education
- BS, Sonoma State University
- Business Administration (Management)