Financial credentials
- Master in Business Administration
- Series 7, 9, 10, 63 Securities Licenses
Experience
26 years of professional experience
- VP - Branch Manager, Charles Schwab, 2018-present
- Client Relationship Manager, Charles Schwab, 2012-2018
- Operations Manager, Charles Schwab, 2008-2012
- Client Service Specialist, Charles Schwab, 2006-2008
- Registered Rep, Charles Schwab, 1999-2006
Education
- MBA, California State University, Hayward