Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 66 Securities Licenses
Experience
23 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2015-present
- Sr Manager, Charles Schwab & Co., Inc., 2010-2015
- Manager, Charles Schwab & Co., Inc., 2007-2010
- Financial Service Professional, Charles Schwab & Co., Inc., 2004-2007
- Loan Officer, Pirimar Home Loans, 2001-2004
Education
- BA, Finance, IU Kelley School of Business