Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 65, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
16 years of professional experience
- VP - Branch Manager, Charles Schwab, 2023-present
- Assistant Branch Manager, Charles Schwab, 2022-2023
- Financial Consultant, TD Ameritrade, 2018-2022
- Financial Solutions Advisor, Merrill Lynch, 2016-2018
- Regional Bank Private Banker, Wells Fargo, 2014-2016
- District Manager, Wells Fargo, 2008-2013
Education
- BA in Business Administration, University of Washington