Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 9, 10, 63, 66 Securities Licenses
Experience
26 years of professional experience
- VP - Branch Manager, Charles Schwab, 2024-present
- Assistant Branch Manager, Charles Schwab & Co., Inc., 2022-2024
- Financial Consultant, Charles Schwab & Co., Inc., 2019-2021
- Associate Financial Consultant, Charles Schwab & Co., Inc., 2018-2019
- Senior Associate Private Client Advisor, Schwab Private Client Investment Advisory, Inc., 2014-2018
- Associate Portfolio Consultant, Schwab Private Client Investment Advisory, Inc., 2012-2014
Education
- BS Finance, University of Central Florida
Personal interests and affiliations