| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
V.P., Program Manager, Wealth Management Services |
Elevations Credit Union available through CUSO Financial Services, L.P. (Member FINRA/SIPC) |
Boulder, CO |
Oct 2011–Present |
9 yrs 8 mos |
| 2 |
VP, Regional Sales Manager |
Bank of the West |
Denver, CO |
Apr 2011–Oct 2011 |
7 mos |
| 3 |
VP, Area Investment Manager - Western Ohio |
Fifth Third Securities |
|
Dec 2010–Apr 2011 |
5 mos |
| 4 |
Divisional Sales Manager and Relationship Manager |
Ohio National |
|
Dec 2005–Jan 2009 |
3 yrs 2 mos |
| 5 |
Regional Investments Sales Manager |
National City Bank |
|
Apr 2005–Dec 2005 |
9 mos |
| 6 |
VP, Relationship Manager |
Nationwide Financial |
|
Jan 2000–Mar 2005 |
5 yrs 3 mos |
| 7 |
VP, Regional Sales Manager |
McDonald Investments |
|
Aug 1996–Dec 1999 |
3 yrs 5 mos |
| 8 |
VP, Regional Sales Manager |
Invest Financial |
|
Feb 1995–Oct 1996 |
1 yr 9 mos |