| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
AVP, Wealth Management Investment Officer |
Security National Bank |
|
Nov 2009–Present |
11 yrs 7 mos |
| 2 |
Financial Advisor |
Heritage Financial Services LLC |
|
Aug 2009–Nov 2009 |
4 mos |
| 3 |
Vice President, Investments |
McCarthy Group Advisors LLC |
|
Aug 2005–Jan 2009 |
3 yrs 6 mos |
| 4 |
Assistant Vice President, Investments |
Kirkpatrick Pettis Investment Management |
|
May 2000–Aug 2005 |
5 yrs 4 mos |
| 5 |
Manager, Mutual Funds and Annuities |
Kirkpatrick Pettis |
|
Oct 1997–May 2000 |
2 yrs 8 mos |