Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Investment Management Analyst®
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Sr. Financial Consultant, TD Ameritrade, 2008-2022
- Investment Representative, Fidelity Investments, 2006-2008
- Financial Advisor, Morgan Stanley, 2005-2006
- Information Manager, Lockheed Martin, 2003-2005
- Sergeant, United States Marine Corps, 1997-2001
Education
- MBA, Florida International University
- BS, Hodges University
Personal interests and affiliations