Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
18 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2012-present
- Associate Financial Consultant, Charles Schwab, 2010-2012
- Investment Consultant, WellsFargo, 2008-2010
Education
- BS, Finance, Arizona State University