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
Education
Personal interests and affiliations