Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
27 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2006-present
- Active Trader Sales, Charles Schwab, 2003-2006
- Business Development, Charles Schwab, 2001-2003
- Signature Services Trading, Charles Schwab, 2000-2001
- Business Development, Citibank, 1997-2000
Education
- BS Ag Business, South Dakota State University