Financial credentials
- Master in Business Administration
- Series 7, 9, 10, 63, 66 Securities Licenses
Experience
27 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Regional Bond Specialist, Charles Schwab, 2014-2022
- Associate, Loop Capital Markets, LLC, 2008-2013
- Investment Associate, UBS Financial Services Inc. (PaineWebber Group, Inc.), 2000-2008
- Account Representative, Stein Roe & Farnham, 1999-1999
- Marketing Representative, John Hancock Mutual Life Insurance Comapny, 1998-1999
Education
- MBA - Finance, DePaul University
- Bachelor of Science - Marketing, Indiana University