Financial credentials
- Series 4, 7, 9, 10, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2022-present
- Mortgage Consultant - Assistant VP, Union Bank, 2021-2022
- Branch Manager, TD Ameritrade, 2018-2021
- Branch Manager, Scottrade, 2009-2018
- Stockbroker, Scottrade, 2005-2009
Education
- Bachelor of Science, Marketing, Arizona State University
Personal interests and affiliations
- Junior Achievement