Financial credentials
- Series 4, 7, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
24 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Consultant, TD Ameritrade, 2021-2022
- Branch Manager, TD Ameritrade, 2018-2021
- Branch Manager, Scottrade, 2013-2018
- Investment Consultant, TD Ameritrade, 2004-2013
- Investment Advisor, Merrill Lynch, 2003-2004
Education
- BA Psychology, Stockton University,