Financial credentials
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
23 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2026-present
- Financial Consultant, Fidelity Investments, 2024-2026
- Director, Charles Schwab, 2017-2024
- Sr Manager, Charles Schwab, 2013-2017
- Manager, Charles Schwab, 2007-2013
- Financial Representative, Charles Schwab, 2003-2007
Education
- B.A. Business Administration, Baldwin Wallace University