Experience

Schwab Advisor Services

• United States
• Financial Services
• 100 - 200 Employee

• Relationship Manager

  • Jul 2015 - Present

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Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Regional Investment Consultant

  • Aug 2011 - Jul 2015

  Institutional Sales of Schwab Funds, Laudus Funds, Schwab ETFs and Managed accounts to RIA channel, covering the West Region. Institutional Sales of Schwab Funds, Laudus Funds, Schwab ETFs and Managed accounts to RIA channel, covering the West Region.



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Oct 2009 - Aug 2011



Russell Investments

• United States
• Financial Services
• 700 & Above Employee

• Associate Divisional Director

  • Oct 2005 - Dec 2008

• Associate Regional Director

  • Apr 2004 - Oct 2005

• Sales Associate

  • Jan 2001 - Apr 2004

• Client Service Specialist

  • Jul 2000 - Jan 2001



Russell/Mellon Analytical Services

• Performance Attribution Product Analyst

  • Mar 1998 - May 2000

• Performance Analyst

  • Mar 1996 - Mar 1998



Vining-Sparks, IBG, L.P.

• Institutional Sales Associate

  • Jan 1995 - Jan 1996



Nelson Securities, Inc.

• Portfolio Development Assistant

  • Sep 1992 - Dec 1994