Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
32 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Integrated Solutions Director, TIAA, 2013-2022
- Regional Vice President, AIG Sun America, 2012-2013
- Regional Vice President, Genworth, 2011-2012
- Regional Vice President, Sun Life Financial, 2004-2011
- Regional Vice President, DWS Investments, 1996-2004
Education
- Bachelor of Science, Finance
- Southern Illinois University