Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
25 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2014-present
- Associate Financial Consultant, Charles Schwab, 2014-2014
- Manager, High NetWorth Rep, Charles Schwab, 2012-2014
- Financial Consultant, Scarsdale NY Branch, Charles Schwab, 2006-2012
- Trading Consultant, Charles Schwab, 1999-2006
- Manager, Cendant Corp, 1994-1999
Education
- Metro State College Speech Communications
Personal interests and affiliations
- Step Denver -Board Member 2017- present