Financial credentials
- Master of Science in Finance
- Series 7, 9, 10, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
21 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2022-present
- Wealth Advisor, LPL, 2019-2021
- Branch Manager, Ameritrade, 2018-2019
- Branch Manager, E*Trade Financial, 2007-2018
Education
- Bachelor of Science In Business Administration
- Master of Science in Finance