Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
28 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Consultant, TD Ameritrade, 2021-2022
- Client Relationship Manager, Charles Schwab & Co, 2008-2021
- ACAT Team Leader, Goldman Sachs, 2006-2008
- Senior Investment Specialist, Fidelity Investments, 1996-2006
Education
- University of Phoenix, BS/BA