Financial credentials
- Series 7, 9, 10, 66 Securities Licenses
Experience
26 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Advising Branch Manager, TD Ameritrade, 2017-2021
- Assistant Branch Manager, Fidelity, 2015-2016
- Financial Consultant/Branch Manager, TD Ameritrade, 2005-2015
- Registered Representative, Charles Schwab, 1999-2004
- Registered Representative, GSG Securities, 1999-1999
Education
- University of Central Florida, Finance, BSBA