Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
12 years of professional experience
- VP - Branch Manager, Charles Schwab, 2022-present
- VP - Assistant Branch Manager (Newport Beach), Charles Schwab, 2021-2022
- Senior Regional Manager, Schwab Private Client Investment Advisory, 2019-2021
- VP - Assistant Branch Manager (National Branch), Charles Schwab, 2017-2019
- Team Manager - Investor Development Team, Charles Schwab, 2016-2017
- Investment Consultant, Charles Schwab, 2013-2016
Education
- BA, Business, Arizona State University
Personal interests and affiliations
- Schwab Military Veteran's Network, Co-Chair