Financial credentials
- Series 6, 7, 24, 55, 63, 65, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
30 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2007-present
- Financial Consultant, TD Ameritrade, 2004-2007
- Financial Consultant, MetLife Securities Inc., 2004-2004
- Securities Principal, Computershare Securities Corporation, 2001-2004
- Equity Trader, Summit Financial Services Group, Inc., 1998-2001
- Cashier, Conseco Financial Services, Inc., 1995-1998
Education
- BS, Business Administration, Centenary College