Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 66 Securities Licenses
Experience
26 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Sr. Financial Consultant Partner, Charles Schwab, 2019-2021
- Client Relationship Manager, Charles Schwab, 2012-2019
- Sr Client Relationship Specialist, Charles Schwab, 2006-2012
- Sr. Client Banking Specialist, Charles Schwab, 2002-2006
- Registered Representative, Charles Schwab, 1999-2002
Education
- University of Colorado - Boulder
- Bachelors of Science in Business Administration
- Major: Marketing
Personal interests and affiliations