Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Investment Consultant, TD Ameritrade, 2022-2023
- Sr. Financial Advisor Associate, California Credit Union, 2021-2022
- Financial Representative, Thrivent Financial, 2018-2021
Education
- Bachelors, Humanities, Washington State University