| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Fee-Only Investment Advisor |
Sona Wealth (Sona Financial LLC) |
Chanhassen, MN |
Jan 2016–Present |
5 yrs 4 mos |
| 2 |
Investment Advisor |
LPL Financial |
Greater Minneapolis-St. Paul Area |
2014–2015 |
1 yr |
| 3 |
CFA & CAIA Writer |
Kaplan Test Prep |
Greater Minneapolis-St. Paul Area |
2012–2014 |
2 yrs |
| 4 |
Portfolio Manager & Trader / Investment Analyst |
Investment Consultant |
Greater Minneapolis-St. Paul Area |
2008–2012 |
4 yrs |
| 5 |
Portfolio Manager & Trader |
Wells Fargo |
Greater Minneapolis-St. Paul Area |
Jun 2000–Jan 2008 |
7 yrs 8 mos |