Financial credentials
- Master in Business Administration
- Series 7, 9, 10, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Branch Manager, Charles Schwab, 2015-present
- Director, USAA, 2013-2015
- Manager, USAA, 2010-2013
- Wealth Manager, USAA, 2009-2010
- Financial Advisor, Merrill Lynch, 2005-2009
Education
- West Virginia University - Finance
- University of Florida - Masters of Business Administration
Personal interests and affiliations