Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
18 years of professional experience
- VP - Branch Manager, Charles Schwab, 2020-present
- VP - Branch Manager, Fidelity Investments, 2018-2020
- VP - Branch Manager, Charles Schwab & Co., 2016-2018
- VP - Sr. Financial Consultant, Charles Schwab & Co., 2010-2016
- Associate Financial Consultant, Charles Schwab & Co., 2009-2010
- Client Service Specialist, Charles Schwab & Co., 2007-2009
Education
- The University of Florida
- The Warrington College of Business Administration
- With a major in Finance & minor in Entrepreneurship