| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
EVP of Strategic Operations |
CrossCountry Mortgage, LLC |
|
Feb 2021–Present |
4 mos |
| 2 |
SVP of Training and Support Solutions |
CrossCountry Mortgage, LLC |
|
Oct 2020–Feb 2021 |
5 mos |
| 3 |
Director of Training |
CrossCountry Mortgage, Inc. |
Brecksville, Ohio |
Jan 2019–Oct 2020 |
1 yr 10 mos |
| 4 |
VP, Senior Trainer for Credit Risk Underwriting |
JPMorgan Chase & Co. |
Cleveland, Ohio |
Feb 2018–Dec 2018 |
11 mos |
| 5 |
Lead Trainer- Credit Risk Underwriting |
JPMorgan Chase & Co. |
Cleveland, Ohio |
Feb 2015–Feb 2018 |
3 yrs 1 mo |
| 6 |
Underwriting Supervisor |
JPMorgan Chase |
|
Oct 2011–Feb 2015 |
3 yrs 5 mos |
| 7 |
Senior Underwriter |
JP Morgan Chase |
|
Oct 2010–Oct 2011 |
1 yr 1 mo |
| 8 |
Supervisor-Supplier Relations |
LPS Field Services, Inc. |
|
Jan 2008–Oct 2010 |
2 yrs 10 mos |
| 9 |
Underwriter |
First Franklin/Merrill Lynch |
|
Apr 2007–Nov 2007 |
8 mos |
| 10 |
Unit Manager |
Decision One Mortgage |
|
Jan 2000–Apr 2007 |
7 yrs 4 mos |
| 11 |
Senior Consultant, Vice President |
Merrill Lynch Wealth Management |
|
Apr 2012–Present |
9 yrs 2 mos |
| 12 |
Financial Advisor Associate |
Morgan Stanley Smith Barney |
|
Sep 2009–Apr 2012 |
2 yrs 8 mos |
| 13 |
Vice President |
Meridian Enterprises |
|
Apr 2005–Aug 2009 |
4 yrs 5 mos |
| 14 |
Relationship Manager |
Carlson Marketing Group |
|
Sep 1996–Mar 2005 |
8 yrs 7 mos |
| 15 |
Account Executive |
Maritz Travel Company |
|
Aug 1993–Sep 1996 |
3 yrs 2 mos |