Financial credentials
- Series 7, 9, 10, 24, 66 Securities Licenses
Experience
25 years of professional experience
- VP - Branch Manager, Charles Schwab, 2022-present
- Market Leader, TD Ameritrade, 2020-2022
- Branch Manager, TD Ameritrade, 2012-2020
- Financial Consultant, TD Ameritrade, 2011-2012
- Vice President, JP Morgan, 2011-2011
- Vice President, Merrill Lynch/Bank of America, 2006-2011
Education
- BBA Finance The University of Texas