Financial credentials
- Series 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
24 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2016-present
- Investment Executive, Fifth Third Securities, 2002-2016
- Financial Consultant, Royal Securities, 2001-2002
- Manager, Fifth Third Bank, 2000-2001
Education
- BS, Economics and Business, Florida Southern College