Financial credentials
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
42 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Branch Manager, TD Ameritrade, 2018-2021
- Branch Manager, Scottrade, 2012-2018
Education
- BS, Accounting, Drake University