Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Consultant, TD Ameritrade, 2019-2022
- VP Financial Consultant, Fidelity Investments, 2004-2017
- Financial Consutant, First Investors, 2004-2004
Education
- University of Texas Arlington
- Bachelor of Science in Business Administration, Finance
Personal interests and affiliations