Vice President - Financial Consultant at Charles Schwab
Location:
San Francisco Bay Area
Industry:
Financial Services
Work:
Charles Schwab - Walnut Creek, California since Dec 1997
Vice President - Financial Consultant
Education:
Embry-Riddle Aeronautical University 1991 - 1995
Bachelor of Science (BS), Major: Aeronautical Science ;
Minor: Air traffic Control
Purdue University 1990 - 1991
College for Financial Planning
AAMS, designation of Accredited Asset Management Specialist
Skills:
Portfolio Management Retirement Planning Personal Financial Planning Wealth Management Services High Net Worth Individuals 401k Rollovers Investment Strategies Trading Insurance Series 7 Series 63 Series 65 Series 9 Series 10
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Carlisle County Elementary School Bardwell KY 1974-1978, Hess Elementary School Saginaw MI 1978-1978, Jerome Elementary School Saginaw MI 1978-1979, Saint Paul's Lutheran School Saginaw MI 1980-1982, Eisenhower High School Saginaw MI 1982-1984, Trenton High School Trenton MO 1984-1986
Community:
Chad Rowley, Fredrick Raymond, Becky Specht, Jodi Nuenfeldt, Sara Cummings, Friend Bob, Brett Cooper, Linda Mccormick, Shelly Beck, Kelly Knox