Financial credentials
- Series 3, 7, 63, 66 Securities Licenses
Experience
22 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Derivatives Trading Specialist, Charles Schwab, 2016-2018
- Trader, Eldorado Trading, 2007-2015
- Trading Clerk, Sullivan Crouth Trading, 2002-2007
- Trading Solutions Consultant, Charles Schwab, 2018-2021
Education
- BA, Finance Lewis University
Personal interests and affiliations