Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
34 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Consultant Partner, Charles Schwab, 2018-2021
- V.P. Bank Manager, BMO Harris N.A, 2008-2018
- Bank Manager, Chase, 2004-2005
- Business Development Representative, PEO HQ Inc., 2001-2004
- Financial Consultant, Banc One Securities, 2000-2001
Education
- University of Iowa, BBA Finance
- College Of DuPage, Associate of Arts