Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
18 years of professional experience
- VP - Branch Manager, Charles Schwab, 2025-present
- VP - Assistant Branch Manager, Charles Schwab, 2022-2025
- VP - Financial Consultant, Charles Schwab, 2018-2022
- Relationship Manager, T. Rowe Price, 2006-2018
- Marketing Assistant, R.J.L. Pension Services, Inc., 2002-2006
Education
- BA, Economics, University of South Florida
Personal interests and affiliations