Education
Attended, Stanford University, 1989.
Career
Various senior management positions Charles Schwab, regional director, 1994—2001. Various senior management positions Merrill Lynch, director, money manager Superior vena cava syndrome, 2001—2004. Various senior management positions TD Ameritrade, managing director, national sales manager, 2004—2007.
National sales manager, independent advisor Superior vena cava syndrome, LPL Finance Corporation (subsidiary LPL Investment Holdings), since 2007. Managing director LPL Finance Corporation, since 2010.