Financial credentials
- Series 4, 7, 24, 63, 66 Securities Licenses
Experience
25 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2021-present
- Branch Manager, TD Ameritrade, 2018-2021
- Branch Manager, Scottrade, 2003-2018
- Financial Consultant, E*TRADE, 2000-2022
Education
- BA, Business Administration, East Carolina University