Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
25 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- VP - Financial Consultant, TD Ameritrade, 2017-2022
- Investment Consultant, Scottrade, 2016-2017
- VP - Financial Consultant, Fidelity Investments, 2006-2016
- Financial Consultant, Harrisdirect, 2003-2006
- Financial Consultant, Charles Schwab, 2000-2003
Education
- MBA in Finance, University of Illinois at Urbana-Champaign
- Ph.D. in Agricultural Economics, Kyoto, Japan