Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
26 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2011-present
- Investment Consultant, Charles Schwab, 2007-2011
- Sr. Registered Representative, Charles Schwab, 1999-2007
Education
- BA, Finance, University of Colorado at Denver
Personal interests and affiliations