Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- VP - Branch Manager, Charles Schwab, 2024-present
- FC, Charles Schwab, 2009-2021
- AFC, Charles Schwab, 2007-2009
- Stock Options Specialist, Charles Schwab, 1999-2001
- Assistant Branch Manager, Charles Schwab, 2021-2024
Education
- Bachelors of Business Management
- Western Governors University