Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
28 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2015-present
- Financial Advisor, Westshore Financial Group/Park Avenue Sec., 2014-2015
- Financial Advisor, VALIC, 2010-2014
- Patient Advocate, AMAG, LLC, 2007-2010
- Hedge Fund Analyst, Bank of New York, 2002-2007
- Investment Specialist, Charles Schwab and Co., 1996-2002
Education
- BBA, Finance, Georgia Southern University
- BS, Information Technology, DeVry University