Financial credentials
- Series 3, 7, 9, 10, 24, 63, 66 Securities Licenses
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Trade Desk Manager, Charles Schwab; TD Ameritrade, 2016-2025
- Active Trader Representative, Scottrade, 2011-2016
- Stockbroker, Scottrade, 2007-2011
Education
- Bachelor of Science, Accounting, Southern Illinois University- Edwardsville
- Bachelor of Arts, History, Southern Illinois University- Carbondale