Financial credentials
- Series 7, 9, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
14 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2023-present
- VP- Financial Consultant, Charles Schwab, 2022-2023
- Financial Consultant, Fidelity Investments, 2020-2022
- Senior Relationship Manager, Fidelity Investments, 2018-2020
- Private Wealth Management Relationship Manager, Fidelity Investments, 2017-2018
- Relationship Manager, Fidelity Investments, 2016-2017
Education
- Personal Financial Planning Certificate- UCLA Extension
- BA, Communication Studies- California State University, Northridge
Personal interests and affiliations