Financial credentials
- Series 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
23 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2016-present
- Associate Financial Consultant, Charles Schwab, 2015-2016
- Specialist - Ops, Charles Schwab, 2014-2015
- Associate - Brokerage, Charles Schwab, 2012-2014
- Sr Administrator, Charles Schwab, 2009-2012
Education
- Lees McRae College BS Business Administration
Personal interests and affiliations