Financial credentials
- Series 4, 7, 9, 10, 24, 63, 66 Securities Licenses
Experience
24 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2014-present
- Senior Operations Manager, Charles Schwab, 2010-2014
- Operations Manager, Stifel Nicholaus, 2008-2010
- Operations Manager, AG Edwards, 2007-2007
- Customer Service Manager, E*Trade, 2002-2006
Education
- BA Economics