Financial credentials
- Series 6, 7, 63, 66 Securities Licenses
Experience
20 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Sr. Financial Consultant, TD Ameritrade, 2017-2022
- Investment Consultant, Scottrade, 2008-2017
Education
- University of Toronto - B.S. Economics
Personal interests and affiliations