Financial credentials
- Accredited Asset Management Specialist℠
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
24 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2007-present
- Registered Representative, Waddell & Reed, 2004-2007
- Banker, Wells Fargo, 2001-2004
Education
- BA, Economics, Strayer University
- MS, Banking & Financial Services Management, Boston University