Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2016-present
- VP - Financial Consultant, TD Ameritrade, Inc., 2016-2022
- Financial Advisor, Waddell & Reed Financial, Inc., 2014-2016
Education
- BBA, Business Economics, University of San Diego
Personal interests and affiliations
- National MS Society