Financial credentials
- Series 7, 9, 10, 63, 65 Securities Licenses
Experience
31 years of professional experience
- VP - Branch Manager, Charles Schwab, 2022-present
- Regional Director, Charles Schwab Investment Management, 2016-2022
- Managing Director - Fixed Income Sales, Janney Montgomery Scott, LLC, 2015-2016
- Managing Director - Financial Institutions Group, Oppenheimer & Co., Inc., 2009-2015
- Director - Financial Institutions Group, Merrill Lynch & Co., Inc, 1994-2008
Education
- BBA, Finance and Financial Engineering, James Madison University