Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Chartered Financial Consultant®
- Master in Business Administration
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
25 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2005-present
- Senior Business Development Specialist, Charles Schwab, 2004-2005
- Senior Investment Specialist, Charles Schwab, 2000-2004
- Employee Stock Option Specialist, Merrill Lynch, 1999-2000
Education
- MBA, Regis University
- BA, Business Administration, Regis University