Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Producing Branch Manager, TD Ameritrade, 2018-2020
- Branch Manager, Scottrade, 2011-2018
- Stockbroker, Scottrade, 2009-2011
- Financial Office Assistance, Scottrade, 2007-2009