Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Branch Manager, TD Ameritrade, 2013-2020
- Investment Consultant, Scottrade, 2007-2013
Education
Personal interests and affiliations