Financial credentials
- Series 7, 24, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
25 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Vice President - Financial Consultant, TD Ameritrade, 2018-2023
- Investment Consultant, Scottrade, 2017-2018
- Financial Advisor, Primerica Advisors, 2016-2017
- VP - Business Development Officer, Insight Securities, 2014-2014
- Relationship Manager, JP Morgan, 2010-2014
Education
- Bachelor of Science, Financial Services, Berkeley College
Personal interests and affiliations