Education
- MBA (Finance), UCLA Anderson School of Management
- Professional Fiduciary Management Certificate, California State University at Fullerton
Licensing
- California Fiduciary License Number 1200
- National Certified Guardian (Certification Number 13541)
Professional Associations
- Member, Professional Fiduciary Association of California
- Member, National Guardianship Association
Other
- United States Peace Corps Volunteer (Small Business Advisor)
- 30 years as a technology executive (LinkedIn profile)