Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
18 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2023-present
- Team Manager Investor Development, Charles Schwab, 2015-2016
- SR. Team Manger, High Net Worth, Charles Schwab, 2013-2015
- Assistant Branch Manager, Charles Schwab, 2016-2020
- Branch Manager, TD Ameritrade, 2020-2021
- Planning and Advice leader, Fidelity, 2021-2023
Education
- Northwood University
- Bachelor of Business Administration
Personal interests and affiliations