| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Managing Director |
Pickwick Capital Partners |
Greater New York City Area & Greater Omaha Area |
May 2013–Present |
8 yrs |
| 2 |
Professor - Investment Management | Dunklau School of Business |
Midland University MBA Program |
Omaha Metropolitan Area |
Apr 2020–Present |
1 yr 1 mo |
| 3 |
CEO | Founder |
Luminosity Advisors LLC |
Greater Boston Area and Greater Omaha Area |
1998–Present |
23 yrs |
| 4 |
Vice President | Investment Management |
Mutual of Omaha |
Greater Omaha Area |
2010–2017 |
7 yrs |
| 5 |
Senior Managing Director |
First National Bank of Omaha |
Greater Omaha Area |
2007–2010 |
3 yrs |
| 6 |
Managing Director | Partner |
Newbury Piret & Company Investment Bankers |
Greater Boston Area |
2001–2007 |
6 yrs |
| 7 |
Senior Vice President | Investment Banking - Private Equity Division Head |
Daiwa Securities Capital Markets |
Greater New York City Area |
1998–2001 |
3 yrs |