Financial credentials
- Accredited Asset Management Specialist℠
- Series 6, 7, 63, 65, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
22 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2007-present
- Associate Portfolio Consultant, Charles Schwab, 2005-2007
- Registered Representative, Charles Schwab, 2004-2005
Education
- BS, Management, University of Illinois at Chicago
- BS, Marketing, University of Illinois at Chicago