
Lecturer
Finance ~ accounting
Enrolled Agent
(License #66248)
Certified Public Accountant
State of California (License #96992)
Professional Licenses
Passed the following FINRA tests:
FINRA Series 6 (Investment Company Products)
FINRA Series 7 (General Securities)
FINRA Series 24 (General Securities Principal)
FINRA Series 63 (State Licensing)
Formerly licensed with FINRA. Licenses not active.
Community Service
Online Chair, American Cancer Society, Blossom Valley Relay for Life (2005-2008)
Online Chair, American Cancer Society, Santa Cruz (2008-2010)
Treasurer, Santa Cruz Ballet Theater (2008-2013)
Professional Memberships
National Association of Enrolled Agents
California Society of Enrolled Agents
California Society of CPA’s