Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
25 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2004-present
- Stockbroker, Scottrade Inc., 2000-2004
Education
- BS, Business Finance, Indiana University Purdue University Indianapolis