Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
Experience
26 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Branch Manager, TD Ameritrade, 2018-2022
- Branch Manager, Scottrade, 2013-2018
- Senior Investment Consultant, Scottrade, 2010-2013
Education
- BA, Business Management, Washington State University