Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2022-2025
- Relationship Manager, TD Ameritrade Institutional, 2019-2022
- Relationship Banker, Chase Bank, 2012-2019