Financial credentials
- Series 3, 7, 9, 10, 63, 66 Securities Licenses
Experience
29 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Director - Regional Investment Strategists, Charles Schwab & Co, 2011-2024
- Sr. Manager - Active Trader Sales, Charles Schwab & Co, 2010-2011
- Active Trader Sales Consultant, Charles Schwab & Co, 2002-2010
- Financial Professional - Trading Services, Charles Schwab & Co, 2000-2002
- Manager - JP Morgan Investor Education Center, JP Morgan, 1995-1998
Education
- BS - Finance, Alfred University
Personal interests and affiliations
- Chartered Market Technicians Association