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 - Assistant Branch Manager, Charles Schwab, 2021-present
- Client Relationship Manager, Charles Schwab & Co., Inc., 2019-2021
- Sr. Client Service Specialist, Charles Schwab & Co., Inc., 2019-2019
- Client Service Specialist, Charles Schwab & Co., Inc., 2013-2019
- PWM Transition Specialist, Robert W. Baird & Co., 2009-2013
- Transition Specialist, Brecek & Young Advisors, Inc., 2006-2009
Education
- Bachelors of Science in Human Development, University of California Davis
Personal interests and affiliations
- Active 20-30 of Greater Sacramento #1032, Board Director & Member, 2006-2017