Financial credentials
- Series 3, 7, 9, 10, 30, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2020-present
- VP - Financial Consultant, Charles Schwab, 2016-2020
- Investment Consultant, Charles Schwab, 2015-2016
- Head of Institutional Operations, TradeStation Securities, 2010-2015
Education
- Bachelor of Science, Civil Engineering, Florida Atlantic University
- Associate of Arts, Economic Budgetary Mgmt, CEFET-AL-Brazil