Financial credentials
- Series 7, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
18 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Consultant, TD Ameritrade, 2018-2022
- Branch Office Manager, Scottrade, 2015-2018
- Financial Consultant, Scottrade, 2006-2015
Education
- BS - Inter College Program Finance/Economics- University of Minnesota
Personal interests and affiliations