Financial credentials
- Certified Wealth Strategist®
- Master in Business Administration
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
29 years of professional experience
- VP - Branch Manager, Charles Schwab, 2014-present
- Manager, Fidelity Investments, 1996-2013
Education
- Masters Business Administration, University of Dallas
- Bachelors in Science General Studies( History, Government) University of Texas at Dallas
Personal interests and affiliations