Financial credentials
- Series 4, 6, 7, 24, 52, 53, 65, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
25 years of professional experience
- VP - Branch Manager, Charles Schwab, 2022-present
- Branch Manager, TD Ameritrade, 2018-2022
- Financial Consultant, Scottrade Investment Management, 2016-2018
- Area Manager, Flagstar Bank, 2012-2016
- Regional Manager, Chase Investment Services, 2003-2012
- Investment Advisor, Edward Jones, 2000-2003
Education
- BS, Marketing/Sales, Ferris State University