| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Chief Financial Officer and Chief Lending Officer |
Homewise Inc. |
Santa Fe, New Mexico, United States and Brooklyn, New York, United States |
Jul 2020–Present |
11 mos |
| 2 |
President and CEO, Founding Partner |
Azimuth Advisors, LLC |
Santa Fe, New Mexico, United States and Brooklyn, New York, United States |
Jan 2013–Jul 2020 |
7 yrs 7 mos |
| 3 |
Founding Partner |
Azimuth, LLC |
Santa Fe, New Mexico, United States |
Jan 2010–Jan 2015 |
5 yrs 1 mo |
| 4 |
Partner and Chief Financial Officer |
Aventur Partners |
|
Sep 2009–Jan 2013 |
3 yrs 5 mos |
| 5 |
Senior Executive Vice President - CFO |
Thornburg Mortgage |
|
Mar 2005–Sep 2009 |
4 yrs 7 mos |
| 6 |
Board Member - Vice Chair Audit Committee |
Federal Home Loan Bank of Dallas |
Irving, Texas, United States |
Jan 2007–Jan 2009 |
2 yrs 1 mo |
| 7 |
Managing Director, Countrywide Financial and Chief Operating Officer, Countrywide Bank |
Bank of America / Countrywide |
|
Sep 1999–Mar 2005 |
5 yrs 7 mos |
| 8 |
SVP - Chief Operating and Financial Officer |
Canada Trust - USA |
Rochester, New York Metropolitan Area |
Mar 1997–Sep 1999 |
2 yrs 7 mos |
| 9 |
SVP and CFO |
First Federal Savings & Loan Assn |
|
1984–1996 |
12 yrs |