Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Master in Business Administration
- Series 7, 9, 10, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
31 years of professional experience
- VP - Branch Manager, Charles Schwab, 2023-present
- Assistant Branch Manager, Charles Schwab, 2018-2023
- Premier Banking Division Manager, SunTrust, 2016-2017
- Premier Banking Regional Manager, SunTrust, 2012-2016
- Citigold Market Manager, Citibank, 2010-2012
- Financial Center Manager, Citibank, 2001-2010
Education
- MBA, Marymount University
- BS, Business Administration, The Citadel