Financial credentials
- Series 7, 9, 10, 24, 66 Securities Licenses
Experience
28 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2017-present
- Branch Manager, Scottrade, 2004-2017
- Branch Manager, Charles Schwab, 2001-2003
- Financial Consultant, Charles Schwab, 1995-2000
Education
- BA. Psychology, Winthrop University
Personal interests and affiliations
- St. Andrews Rotary member