Financial credentials
- Certified Wealth Strategist®
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
20 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2018-present
- VP - Financial Consultant, Charles Schwab, 2012-2018
- Associate Financial Consultant, Charles Schwab, 2010-2012
- Registered Representative, Charles Schwab, 2007-2010
- Operational Specialist, Charles Schwab, 2005-2007
Education
- BA, Michigan State University