Financial credentials
- Series 7, 9, 10, 52, 63, 66 Securities Licenses
Experience
24 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Branch Manager, TD Ameritrade, Inc., 2018-2022
- Branch Manager, Scottrade, Inc, 2006-2018
- Internal Wholesaler, Principal Financial Group, 2005-2006
- Investment Consultant, TD Waterhouse, 2000-2005
Education
- BS, Finance and Accounting, Iowa State University