Financial credentials
- Series 4, 7, 24, 63, 66 Securities Licenses
Experience
26 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Branch Manager, Scottrade / TD Ameritrade, 2004-2020
- Registered Representative, Scottrade, 2000-2004
- Intern, Scottrade, 1998-2000
Education
- MBA, Wichita State University
- BA, Finance, Wichita State University