Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Consultant, E*Trade by Morgan Stanley, 2016-2022
- Financial Consultant, Charles Schwab, 2012-2016
- Investment Consultant, TD Ameritrade, 2011-2012
Education
- Cal State Poly Pomona, Business Administration