Financial credentials
- Series 7, 9, 10, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
36 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Branch Manager, TD Ameritrade, 2019-2022
- Asst. VP, Digital Solutions Manager, Wells Fargo Advisors, 2015-2019
- Branch Manager, E*TRADE Securities, 2006-2015
- Regional Sales Representative, Fifth Third Securities, 2005-2006
- Sr Manager Schwab Institutional, Charles Schwab, 2003-2004
Education
- Ferris State University, BS Hospitality Management
- University of North Carolina at Charlotte, Certificate, Full Stack Web Developer