Financial credentials
- Series 4, 7, 9, 10, 24, 53, 63, 66 Securities Licenses
Experience
26 years of professional experience
- VP - Branch Manager, Charles Schwab, 2022-present
- Branch Manager, TD Ameritrade, 2018-2022
- Branch Manager, Scottrade, 2005-2018
- Operations Manager, Morgan Stanely, 1999-2005
Education
- Telephone / Switchboard Repair, United States Marine Corps