Experience
Client Services Associate
Parallel Advisors, LLC
May 2023 - Present
San Francisco
Client Service Specialist
Private Ocean Wealth Management
Dec 2021 to Jan 2023
San Rafael, CA
Education
University of California, Davis
Bachelor's degree, Business/Managerial Economics
1996 - 1998
College of San Mateo
Associate's degree, Business Administration and Management, General
Aug 1993 - May 1996
