| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Executive Vice President of Fulfillment Operations |
CrossCountry Mortgage, LLC |
|
Feb 2021–Present |
4 mos |
| 2 |
Senior Vice President of Underwriting |
CrossCountry Mortgage, LLC |
Brecksville, Ohio |
Dec 2019–Jan 2021 |
1 yr 2 mos |
| 3 |
Vice President Of Underwriting |
CrossCountry Mortgage, Inc. |
|
Aug 2019–Dec 2019 |
5 mos |
| 4 |
Regional Underwriting Manager |
CrossCountry Mortgage, Inc. |
|
Aug 2018–Aug 2019 |
1 yr 1 mo |
| 5 |
Divisional Underwriting Manager |
CrossCountry Mortgage, Inc. |
|
Sep 2016–Aug 2018 |
2 yrs |
| 6 |
Operations Manager |
Mortgage Network, Inc. |
|
Sep 2015–Sep 2016 |
1 yr 1 mo |
| 7 |
Underwriting Manager |
Sage Bank |
Lowell, Ma |
Jul 2011–Sep 2015 |
4 yrs 3 mos |
| 8 |
Government Underwriter |
Franklin American Mortgage Company |
|
Apr 2008–Jul 2011 |
3 yrs 4 mos |
| 9 |
Underwriter |
Wells Fargo Home Mortgage |
|
Mar 2007–Nov 2007 |
9 mos |
| 10 |
Underwriter |
Independent Mortgage Services |
Mansfield, Ma |
Sep 2004–Mar 2007 |
2 yrs 7 mos |
| 11 |
Head of Merrill Lynch Wealth Management |
Merrill Lynch |
New York, New York |
Jan 2017–Present |
4 yrs 5 mos |
| 12 |
Managing Director and Head of Global Wealth & Retirement Solutions |
Bank of America Merrill Lynch |
New York, NY |
Sep 2009–Present |
11 yrs 9 mos |
| 13 |
Managing Director of myFi |
Citi |
|
May 2005–Sep 2009 |
4 yrs 5 mos |
| 14 |
Managing Director |
Merrill Lynch |
|
Dec 1992–May 2005 |
12 yrs 6 mos |
| 15 |
Aide to Asst to the President for Economic & Domestic Policy |
The White House |
|
May 1990–Sep 1991 |
1 yr 5 mos |