Financial credentials
- Master in Business Administration
- Series 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2014-present
- Branch Manager, Scottrade, 2012-2014
- Investment Consultant, Scottrade, 2007-2012
- Intern, UBS, 2005-2005
Education
- Master of Business Administration, Finance, University of San Francisco
- Master of Arts, Economics, Virginia Commonwealth University
- Bachelor of Science, Economics, Virginia Commonwealth University