Financial credentials
- Series 3, 4, 7, 24, 30, 53, 55, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
31 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2015-present
- Managing Director, Sweetman Cherry Group (SCG), 2009-2015
- SVP Institutional Trading, Man Financial, 2004-2009
- Various, CBOE, 1994-2004
Education
- University of Illinois
Personal interests and affiliations
- Delta Chi, member, 1992
- R2 Foundation, founder, 2010