Financial credentials
- Series 3, 4, 7, 30, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Trading Consultant, Charles Schwab, 2011-2021
- Senior Market Strategist, LaSalle Futures Group, 2008-2010
- Market Strategist, Lind Waldock, 2007-2008
- Futures and Options Broker, United Futures Trading, 2006-2007
- Futures and Options Broker, Direct Futures, 2005-2006