Work:
AXA Advisors Dec 2011 to 2000
Senior Manager - Branch Operations
Charles Schwab and Co., Inc 2010 to 2011
Senior Manager
Charles Schwab and Co., Inc - Orlando, FL Aug 2006 to 2011
Charles Schwab and Co., Inc 2008 to 2010
Senior Manager
Operations Team 2006 to 2008
Team Manager - Client Service and Support Operations
American Century Investments - Kansas City, MO 2004 to 2005
Operations Manager - Priority Services/Brokerage
Charles Schwab and Co., Inc 2000 to 2003
Senior Manager
Charles Schwab and Co., Inc - Denver, CO 1993 to 2003
Charles Schwab and Co., Inc 1997 to 2000
Senior Manager
Charles Schwab and Co., Inc - Orlando, FL 1993 to 1997
Senior Registered Representative
Charles Schwab and Co., Inc - Palm Beach Gardens, FL 1993 to 1993
Trade Desk Representative - Correspondent Services
GNA Annuities, Insurance, and Securities - Orlando, FL 1991 to 1993
Account Executive - Bank Brokerage and Insurance Sales
Delta First Financial - Longwood, FL 1989 to 1991
Financial Consultant - Financial Planning and Seminar Sales
Education:
Rollins College - Winter Park, FL Sep 2010
Economics
Polk Community College - Winter Haven, FL
AA in Liberal Arts