| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Sales Director |
Alkymi |
New York City Metropolitan Area |
Jan 2021–Present |
4 mos |
| 2 |
Sr. Director Sales |
Private Client Resources |
|
Jun 2014–Nov 2020 |
6 yrs 6 mos |
| 3 |
Vice President Business Development |
LPL Financial |
Matawan, New Jesey |
Dec 2012–May 2014 |
1 yr 6 mos |
| 4 |
Senior Vice President Business Development (Division of LPL) |
Concord Trust & Wealth Solutions |
Matawan, NJ |
Oct 2006–Dec 2012 |
6 yrs 3 mos |
| 5 |
Vice President |
Wachovia Securities |
|
2003–2005 |
2 yrs |
| 6 |
Wealth Advisor |
Dreyfus & Mellon's UHNW Division. |
|
1997–2003 |
6 yrs |
| 7 |
Vice President Financial Advisor |
A.G. Edwards |
|
1992–1996 |
4 yrs |