Financial credentials
- Series 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
36 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2004-present
- Branch Manager, Charles Schwab, 1996-2004
- Branch Supervisor, Charles Schwab, 1992-1996
- Investment Representative, Charles Schwab, 1989-1992
- Account Executive, Heritage Financial Corp., 1988-1989
Education
- BS, Finance, University of Maryland
- CFP Program Courses, College for Financial Planning
Personal interests and affiliations
- Board Member, US-Korea Arts Foundation
- Covenant Village LLC