Financial credentials
- Series 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
31 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2003-present
- Vice President, Fisher Investments, 2001-2002
- Financial Consultant, Fidelity Investments, 1993-2000
Education
- MBA, Finance, Emory University
- BBA, Finance, Georgia State University