Charles Schwab
Manager-Private Client Advisor at Schwab Private Client Investment Advisory, Inc
Morgan Stanley
Financial Advisor
Suntrust Bank Jul 2005 - Dec 2015
Financial Consultant, Private Wealth Management
Charles Schwab Aug 2002 - Jan 2005
Investment Consultant, Global Client Services
Charles Schwab Feb 1998 - Jul 2002
Senior Registered Representative, Active Trader and Retail Client Services
Education:
University of Central Florida 2007 - 2007
Ucf College of Business 1995 - 1998
Bachelors, Bachelor of Science In Business Administration, Accounting
Valencia College 1993 - 1995
Associates, Associate of Arts
Languages:
English Spanish Portuguese
Certifications:
Certified Financial Planner™ Nmls Certified Financial Planner Board of Standards, Inc. Nationwide Mortgage Licensing System, License 1554848 Certified Financial Planner