Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 9, 10, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
36 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2022-present
- Sr Team Manager, Charles Schwab, 2016-2021
- Financial Consultant, Charles Schwab, 2014-2016
- Branch Manager, Scottrade, 2009-2014
- Financial Consultant, TD AMERITRADE, 2008-2009
- Branch Manager, E*TRADE Securities, 2006-2008
Education
- BS, Business Administration, Mercy College