Financial credentials
- Series 7, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
23 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Sr. Financial Consultant, TD Ameritrade, 2020-2022
- Branch Manager, Producing, TD Ameritrade, 2019-2020
- Private Client Investment Consultant, TD Ameritrade, 2013-2019
Education
- BS, Management Information Systems (MIS), Syracuse University
Personal interests and affiliations