Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Investment Consultant, Charles Schwab, 2022-2023
- Client Relationship Specialist, Charles Schwab, 2021-2022
- Development Manager, Alzheimer's Association, 2020-2021
- Assistant Administrator, Alzheimer's Association, 2018-2020
- Lead Teller, Wells Fargo, 2016-2017
Education
- Associate Degree, College of the Desert
- Bachelor of Arts, California State University San Bernardino