| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Investment Portfolio Administrator |
Fairport Wealth |
Cleveland, Ohio |
Oct 2019–Present |
1 yr 7 mos |
| 2 |
Investment Portfolio Administrator |
Luma Wealth Advisors |
Cleveland, Ohio |
Oct 2019–Present |
1 yr 7 mos |
| 3 |
Licensed Relationship Banker |
Citizens Bank |
Willoughby, Ohio |
Oct 2018–Oct 2019 |
1 yr 1 mo |
| 4 |
Financial Professional |
AXA Advisors, LLC |
Cleveland, Ohio |
May 2018–Oct 2018 |
6 mos |
| 5 |
Student Managed Investment Fund Analyst |
WVU College of Business & Economics |
Morgantown, West Virginia |
Aug 2017–May 2018 |
10 mos |
| 6 |
Sales Intern |
Union Home Mortgage Corp. |
Strongsville, Ohio |
May 2017–Aug 2017 |
4 mos |