Financial credentials
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
17 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2021-present
- Branch Manager, B Riley Wealth, 2018-2020
Education
- BSBA General Business, University of Denver
Personal interests and affiliations