Financial credentials
- Series 7, 24, 66 Securities Licenses
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- VP Financial Consultant, Charles Schwab & Co, Inc., 2022
- Financial Consultant, TD Ameritrade, Inc., 2018-2022
- Financial Consultant, Scottrade, Inc., 2016-2018
- Financial Consultant, TD Ameritrade, Inc., 2012-2016
- Investor Services, Ameritrade, Inc., 2006-2012
Education
- The University of Texas at Arlington
- Wake Forest University
Personal interests and affiliations