Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2025-present
- Director, Advisor Transition Services, Charles Schwab, 2022-2025
- Senior Manager, Advisor Family Office, Charles Schwab, 2017-2022
- Manager, Advisor Wealth Services, Charles Schwab, 2015-2017
Education
- BA, Psychology, University of IL, Chicago