Financial credentials
- Series 7, 9, 10, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2022-present
- Market Leader, Fidelity Investments, 2013-2020
- Branch Manager, TD Ameritrade, 2009-2013
- Regional Vice President, Ameriprise Financial, 2006-2009
- Regional Sales Director, Epicor Software, 2004-2006
- Financial Advisor, American Express Financial Advisors, 2003-2004
Education
- BS, Business Finance, University of Minnesota Twin Cities