Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 24, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
27 years of professional experience
- VP - Branch Manager, Charles Schwab, 2023-present
- Managing Director - Sales Learning and Devlopment, Charles Schwab, 2022-2023
- Divisional Director Wealth Management Consulting, Charles Schwab, 2019-2022
- Branch Network Sales Coach, Charles Schwab, 2016-2019
- VP - Branch Manager, Charles Schwab, 2004-2016
- Investment Consultant, Charles Schwab, 1999-2004
Education
- Concordia University
- Bachelor Liberal Arts