Financial credentials
- Series 7, 9, 10, 66 Securities Licenses
Experience
40 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2025-2025
- Sr Client Relationship Specialist, Charles Schwab, 2024-2025
- Sr Manager, Financial Crimes Risk Management, Charles Schwab, 2014-2024
- Director, International Business, Charles Schwab, 2000-2014
- Various Positions, Charles Schwab, 1986-2000
Education
- Bachelor of Science, Business, Western International University