Financial credentials
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
31 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2018-present
- Investment Consultant, Fidelity Investments, 2015-2018
- Relationship Banker, JP Morgan, 2014-2015
- VP Business Development, Fisher Investments, 2013-2014
- VP Sales & Client Relations, The Insiders Fund, 2011-2013
- Supervisor, Charles Schwab, 2000-2011
Education
- BS Finance, Personal Financial Planning, Wright State University