Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 9, 10, 63, 65, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
14 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant, Fidelity Investments, 2015-2024
- Account Manager, CRW Systems, Inc., 2010-2015
Education
- BA, San Diego State University
Personal interests and affiliations