Career history
- Associate Wealth AdvisorMay 2024 to PresentFarther
- Associate Wealth AdvisorMay 2023 to May 2024Charles Schwab
- Investment ConsultantJul 2021 to May 2023Charles Schwab
- Senior Financial ConsultantJan 2019 to Dec 2021TD Ameritrade
- Financial Advisor, VPSep 2017 to Jan 2019Citi
- Financial Solutions Advisor, AVPAug 2016 to Aug 2017Bank of America Merrill Lynch
- Financial Planner, Investment Advisor, Wealth StrategistAug 2015 to 2016Sagepoint Financial INC
- Financial AdvisorFeb 2015 to Jul 2015Transamerica Financial Advisors, Inc.
Education
Master of Science - MS, Finance and EconomicsAug 2021 - May 2023Texas A&M University
Bachelor of Arts (B.A.), Finance2009 - 2014California State University, Fullerton
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