Education Bachelor of Arts, Economics, Sonoma State University, Rohnert Park, CA Bachelor of Science, Business Administration, Sonoma State University, Rohnert Park, CA
Awards & recognition Papadoyannis & Associates, Forbes Best-in-State Wealth Management Teams, 2023 Papadoyannis & Associates, Forbes Top Wealth Management Teams: High Net Worth, 2022 Papadoyannis & Associates, Barron’s Top 100 Private Wealth Management Teams, 2022
Previous experience Morgan Stanley, Associate Financial Advisor, Santa Rosa, CA, 2020-2021 Ameriprise Financial Services, LLC, Paraplanner, Santa Rosa, CA, 2006-2020