Financial credentials
- Certified Wealth Strategist®
- Series 6, 7, 9, 10, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
32 years of professional experience
- VP - Branch Manager, Charles Schwab, 2018-present
- Vice President - Branch Manager, TD Ameritrade, 2017-2018
- Branch Manager, Scottrade, 2016-2017
- Vice President - Director Internal Sales, Goldman Sachs Asset Management, 2009-2016
- Vice President - Group Sales Manager, DWS Investments, 2000-2009
- Senior Project Consultant, Allstate Indemnity Company, 1997-2000
Education
- Bachelor of Business Administration, Marketing
- University of Iowa
Personal interests and affiliations