Sessions
Where the Rubber hits the Road, Nevada Trust Expert Insights, Champagne 1
3:45 PM - 4:35 PM Wed
Financial Credentials
• Master in Business Administration
Experience
• 27 years of professional experience
• Senior Wealth Strategist, Charles Schwab, 2023-present
• Investment Specialist (1-4), Charles Schwab & Co., Inc., 1997-2004
• Associate Wealth Strategist, US Trust, 2008-2009
• Senior Financial Consultant, Charles Schwab & Co., Inc., 2009-2012
• Regional Fiduciary Officer, BNP Paribas - Bank of the West, 2012-2016
• Director, Charles Schwab Trust Company, 2016-2023
Education
• BA, Northwestern University 1995
• MBA, University of Denver 2004
• JD, University of Miami 2007
• LL.M Taxation, University of Miami 2008
Community & Professional Affiliations
• Member of the Florida Bar 2007 - Current