Financial credentials
- Series 7, 63 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
27 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2004-present
- Sr Investment Representative, Fidelity Investments, 1998-2004
Education
- Finance, University of Cincinnati
- Accounting, Ohio Northern University
Personal interests and affiliations
- Ohio Notary