Financial credentials
- Series 7, 9, 10, 63, 65 Securities Licenses
Experience
37 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2024-present
- CS&S Manager, Charles Schwab, 2023-2024
- IDT Sr. Manager, Charles Schwab, 2021-2023
- VP - Branch Manager, Charles Schwab, 2014-2021
- Sr. Training Manager, Charles Schwab, 2007-2014
- CS&S Manager, Charles Schwab, 1999-2007
Education
- MS/MA University of Phoenix
- BAS, Secondary Education, ASU
Personal interests and affiliations