Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
29 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Consultant, TDAmeritrade, Inc, 2017-2022
- Private Client Financial Advisor, Fidelity Brokerage Services, 2003-2016
- Financial Advisor, Prudential Securities, 1996-2003
Education
- Series 7, 63, 66 Licensed. NMLS ID: 118720
Personal interests and affiliations
- Harker Lower School Volunteer