Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
18 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Consultant, TD Ameritrade, 2016-2022
- Investment Consultant, TD Ameritrade, 2006-2016
- Investment Consultant, TD Waterhouse, 2006-2006
Education
Personal interests and affiliations