Financial credentials
- Series 4, 7, 24, 63, 65 Securities Licenses
Experience
40 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2018-present
- Senior Branch Manager, Scottrade Inc, 1998-2018
- Personal Broker, Quick & Reilly, 1996-1997
- VP Regional Sales Manager, Key Investments Inc, 1992-1995
- Investment Executive, Pacific First Securities, 1989-1991
Education
- University of Illinois Chicago
- BS Business Administration
Personal interests and affiliations
- Porsche Club of America Las Vegas Region