Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
Experience
33 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2023-present
- Branch Manager, TD Ameritrade, 2014-2023
- Branch Manager, Charles Schwab & Co, Inc., 1995-2014
- Investment Consultant, Charles Schwab & Co, Inc, 1992-1995
Education
- Bachelor of Liberal Studies, University of Kentucky