Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 9, 10, 66 Securities Licenses
Experience
27 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2019-present
- Managing Director, Charles Schwab, 2015-2019
- Financial Consultant/Sr Manager, Charles Schwab, 2007-2015
- Financial Advisor, Merrill Lynch, 2004-2007
- Operations Manager, Intel Corporation, 2001-2004
- Captain, Signal Officer, 10th Special Forces Group (Airborne), U.S. Army, 1996-2001
Education
- MBA, W.P. Carey School of Business, Arizona State University
- BA, Philosophy, University of North Florida
Personal interests and affiliations
- Schwab Military Veteran's Network
- Civil Air Patrol Senior Member