Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
30 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Sr. Project Manager, Integration & Effectiveness, Charles Schwab, 2023-2025
- Client Service & Support, New Client Specialist, Charles Schwab, 2020-2023
- Director of Development, St. Louis Area Non-Profit, 2005-2020
Education
- MS, Management and Leadership
- BS, Business Marketing
Personal interests and affiliations