Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
Experience
25 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2008-present
- Stock Broker, Charles Schwab, 1999-2001
- International Services - Stock Broker, Charles Schwab, 2001-2004
- Corporate Executive Services - Equity Compensation Broker, Charles Schwab, 2004-2005
- Education and Advice - Manager, Charles Schwab, 2005-2008
Education
- The University of Texas at El Paso
- B.B.A. Business Finance
- B.B.A. Computer Information Systems