Experience

• 

  Vanguard

  May 2017 - Mar 2020

  Senior financial advisor
• 

  Unionbanc investment services

  Mar 2020 - Oct 2023

  Senior financial advisor, vice president

  • Extensive knowledge of UnionBanc Investment Services’ products and services, which includes stocks, bonds, options, mutual funds, managed accounts, annuities, insurance products, etc.• Work with each client to determine their individual investment needs and goals, review their existing investment portfolios/allocations / insurance and assist clients with developing plans to help meet their specific needs.• Advise customers about the wide range of comprehensive investment products and services offered by UnionBanc Investment Services.• Responsible for staying current on market information, trends, cycles, and various reports that could affect the financial investment marketplace. Show less

• 

  Self-employed

  Oct 2023 - Mar 2024

  Entrepreneur
• 

  Usaa

  -

  Wealth advisor
• 

  Priority financial group

  Mar 2024 - now

  Vice president of wealth services