Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Investment Management Analyst®
- Master in Business Administration
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
32 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2011-present
- Associate Financial Consultant, Charles Schwab, 2008-2011
- Financial Advisor, Morgan Stanley, 2007-2008
- Business Owner, Sam's Cleaners, 2004-2006
- Private Banker, LaSalle Bank, 1999-2004
- Branch Manager, LaSalle Bank, 1994-1999
Education
- MBA, Finance, DePaul University
- BA, Economics, University of Dallas