Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
29 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Assistant V.P. - Private Client Banker, JPMorgan Chase, 2023-2026
- Investment Professional, J.P. Morgan, 2022-2023
- Assistant V.P. - Financial Intermediary Oversight, DWS Group, 2011-2020
- Manager of Client Services, Pinnacle Partners, 2010-2011
- Business Development Analyst, EDD Fund Services, 2007-2010
Education
- BS, Finance, Illinois State University