Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
25 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2015-present
- Bond Specialist, Charles Schwab, 2014-2015
- Investment Consultant, Charles Schwab, 2013-2014
- Associate Portfolio Consultant, Charles Schwab, 2010-2013
- Plan Manager, Charles Schwab, 2006-2010
Education
- BA., Science of Business Administration. University Of Colorado