Financial credentials
- Series 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
28 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2012-present
- Financial Advisor, TD Ameritrade, 2010-2012
- Vice President Private Client, Fidelity, 2003-2010
- Investment Consultant, Fisher, 2002-2003
- Regional Wholesaler, Pershing, 2000-2001
- Financial Representative, Bank of America, 1996-2000
Education
- BA, Psychology, San Francisco State University