Financial credentials
- Series 7, 9, 10, 63 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
34 years of professional experience
- VP - Branch Manager, Charles Schwab, 2004-present
- VP Branch Manager, Southpointe Office, Charles Schwab, 2002-2004
- VP Branch Manager, Monroeville Office, Charles Schwab, 2000-2002
- Financial Consultant, McMurray Office, Charles Schwab, 1995-2000
- Investment Specialist, Indy Call Center, Charles Schwab, 1993-1995
Education
- BA, Accounting, Finance
- Indiana University of Pennsylvania
Personal interests and affiliations
- Volunteer: American Diabetes Association
- Volunteer: Best of Batch Foundation