Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
29 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2022-present
- Director, Floor Trader, UBS, Investment Bank, 1999-2008
- Senior Financial Consultant, TD Ameritrade, 2009-2022
Education
- Bachelors of Science, Economics, University of Delaware
Personal interests and affiliations