Financial credentials
- Series 7, 66 Securities Licenses
Experience
24 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2010-present
- Financial Consultant, UBS PaineWebber, 2001-2002
- Financial Consultant, McDonald Investments, 2002-2004
- Financial Consultant, Charles Schwab, 2004-2006
- Financial Consultant, National City Investments, 2006-2010
Education
- BA, Business Marketing, Bowling Green State University
Personal interests and affiliations