Financial credentials
- Series 7, 9, 10, 24, 63, 66 Securities Licenses
Experience
27 years of professional experience
- VP - Branch Manager, Charles Schwab, 2022-present
- Branch Manager, TD Ameritrade, 2017-2022
- Branch Manager, E*trade Financial, 2008-2016
Education
- Arizona State University WP Carey Business School
- Monterey Peninsula Community College
Personal interests and affiliations