Financial credentials
- Accredited Asset Management Specialist℠
- Certified Wealth Strategist®
- Series 7, 9, 10, 63, 66 Securities Licenses
Experience
18 years of professional experience
- VP - Branch Manager, Charles Schwab, 2014-present
- Sr Manager, High Net Worth, Charles Schwab & Co., Inc., 2012-2014
- Team Manager, Charles Schwab & Co., Inc., 2009-2012
- Trading Solutions Specialist, Charles Schwab & Co., Inc., 2006-2009
Education
- BA, Telecommunications, Ball State University