| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Compliance Officer |
Stangier Wealth Management |
Portland, Oregon Area |
Jan 2016–Present |
5 yrs 5 mos |
| 2 |
SVP Operations |
JPMorgan Chase |
Monroe, Louisiana Area |
Oct 2013–Oct 2015 |
2 yrs 1 mo |
| 3 |
Marketing and Client Development |
Stangier Wealth Management |
Dallas/Fort Worth, TX Area & Portland, OR |
Aug 2012–Oct 2013 |
1 yr 3 mos |
| 4 |
VP - Investment Bank Operations |
J.P. Morgan |
Dallas/Fort Worth Area |
Jul 2010–Jul 2012 |
2 yrs 1 mo |
| 5 |
AD/Ops Mgr II, Investor Services Business Solutions |
Chase |
Columbus Ohio |
Jun 2009–Jul 2010 |
1 yr 2 mos |
| 6 |
SVP Financial Operations |
Bear Stearns / EMC Mortgage |
|
2002–2009 |
7 yrs |
| 7 |
Consultant |
Carol Young |
|
1999–2001 |
2 yrs |
| 8 |
Controller |
USTel/NTC |
|
1981–1998 |
17 yrs |