Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
Experience
20 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Branch Manager, Producing, TD Ameritrade, 2017-2021
- Branch Manager, Scottrade, 2014-2017
- Branch Manager II, Bank of America, 2011-2014
- Banking Center Manager II, Wells Fargo, 2009-2011
- Licensed Personal Banker, Wells Fargo/Wachovia, 2007-2009
Education
- BA, Sociology, University of Virginia
Personal interests and affiliations
- MD LGBTQ Chamber of Commerce - Member