Financial credentials
- Accredited Asset Management Specialist℠
 - Master in Business Administration
 - Series 7, 9, 10, 66 Securities Licenses
 
Experience
26 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2024-present
 - VP - Financial Consultant, Charles Schwab, 2020-2024
 - VP - Branch Manager, TD Ameritrade Inc., 2018-2020
 - VP - Branch Manager, Scottrade Inc., 2006-2018