Experience

Undisclosed

• Financial Services
• 700 & Above Employee

• Undisclosed

  • May 2023 - Present

• Undisclosed

  • May 2023 - Present



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• VP, Consultant

  • Dec 2022 - May 2023

  Grand Rapids, Michigan, United States



TD Ameritrade

• United States
• Financial Services
• 700 & Above Employee

• Senior Investment Consultant

  • Feb 2021 - Dec 2022

  Grand Rapids, Michigan, United States

• Branch Manager

  • Feb 2018 - Feb 2021

  Grandville, Michigan



SCOTTRADE, INC.

• Level II Branch Manager

  • Jan 2011 - Feb 2018

  Increased new accounts by 38% in the first year of management. Exposed employees to all elements of running the branch. Maintain existing client base while growing business and assets. Comprehensive understanding of financial markets. Promote the benefits of the company to prospective and current clients. Oversight of all branch office duties and responsibilities. Our branch served as one of the training branches.



SCOTTRADE INC

• Level II Branch Manager

  • Jan 2010 - Feb 2018

  Greater Grand Rapids, Michigan Area



SCOTTRADE, INC.

• Branch Manager

  • Mar 2007 - Jan 2010

  Greater Grand Rapids, Michigan Area

• Assistant Manager

  • Jan 2006 - Mar 2007

  Greater Grand Rapids, Michigan Area

• Senior Broker

  • Jan 2004 - Jan 2006

  Greater Grand Rapids, Michigan Area

• Stock Broker

  • Jun 2000 - Jan 2004

  Greater Grand Rapids, Michigan Area

• Stock Broker

  • May 1999 - Jun 2000

  Jacksonville, Florida Area

• Intern

  • Oct 1998 - May 1999

  Greater Grand Rapids, Michigan Area