Financial credentials
- Series 7, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
21 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Consultant, TD Ameritrade, 2021-2022
- Branch Manager, TD Ameritrade, 2018-2021
- Branch Manager, Scottrade, 2007-2018
- Intern/Financial Consultant, Scottrade, 2002-2007
Education
- Finance-University of Wisconsin, Milwaukee