Wealth Management


Charles Schwab
Co. & Inc.

Client Relationship Manager

San Francisco, CA

2018-2023

Other roles held:
Client Relationship Specialist
2018-2020

Retail Banking

JP Morgan
Chase Bank

Personal Banker - Manager-On Duty

Oakland, CA

2018-2015

Other roles held:
Lead-Teller Ops Specialist | 2016-2017
Teller | 2015-2016

Hospitality

Ghirardelli
Chocolate Co.

Manager, Restaurant & Retail

San Francisco, CA

2015-2012

Other roles held:
Supervisor | 2013-2013
Chocolatier | 2012-2013

“Operations keeps the lights on, strategy provides a light at the end of the tunnel, but project management is the train engine that moves the organization forward.”
- Joy Gumz, Director of Project Auditors, LLC.