Financial credentials
- Series 7, 9, 10, 63, 65, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
32 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2014-present
- Branch Manager, Charles Schwab, 1998-2002
- Team Manager, Charles Schwab, 1997-1998
- Registered Representative, Charles Schwab, 1994-1997
- Account Executive, Dean Witter, 1992-1994
Education
- BS, University of Maryland (College Park) 1992
Personal interests and affiliations
- Volunteer The First Tee, Washington DC
- Volunteer Usher Ford's Theater, Washington DC