Financial credentials
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
19 years of professional experience
- VP - Branch Manager, Charles Schwab, 2017-present
- Client Relationship Manager, Charles Schwab, 2015-2017
- Sr. Client Service Representative, Charles Schwab, 2012-2015
- Financial Consultant, Charles Schwab, 2010-2012
- Associate Financial Consultant, Charles Schwab, 2008-2010
- Client Service Representative, Charles Schwab, 2006-2008
Education
- BS Business Administration
- University of LaVerne