Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
19 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2022-present
- Financial Consultant, Charles Schwab, 2013-2021
- Financial Advisor, JP Morgan Securities, 2012-2013
- Financial Advisor, Chase Investment Services, 2010-2012
- Financial Advisor, Royal Alliance and Associates, 2009-2010
- Financial Advisor, AXA Advisors, LLC, 2006-2009
Education
- San Diego State University
- BS, Business Administration (Financial Services)