Financial credentials
- Series 7, 9, 10, 63, 65, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
26 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2022-present
- Sr. Financial Consultant, TD Ameritrade, 2020-2022
- Branch Manager, TD Ameritrade, 2018-2020
- Financial Consultant, TD Ameritrade, 2000-2018
- Account Officer, TD Ameritrade, 1998-2000
Education
- B.A. Business Administration/Finance - Seattle University
Personal interests and affiliations