| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Senior Director, Head of Digital Product Experience |
PenFed Credit Union |
|
Jun 2019–Present |
2 yrs |
| 2 |
Customer Experience & Digital Advisor |
CSDC Solutions, LLC |
Washington D.C. Metro Area |
Sep 2018–Present |
2 yrs 9 mos |
| 3 |
Board Advisor |
Livecart |
Washington D.C. Metro Area |
Jul 2019–Present |
1 yr 11 mos |
| 4 |
Customer Experience Advisor |
StreetShares |
Washington D.C. Metro Area |
Jan 2019–Dec 2019 |
12 mos |
| 5 |
VP, Digital Segment Strategy |
KeyBank |
Washington D.C. Metro Area |
May 2017–Sep 2018 |
1 yr 5 mos |
| 6 |
Vice President Client Experience |
Morningstar |
Washington D.C. Metro Area |
Jun 2014–May 2017 |
3 yrs |
| 7 |
Vice President of Customer Success |
HelloWallet |
Washington D.C. Metro Area |
Feb 2012–Apr 2014 |
2 yrs 3 mos |
| 8 |
Director of Customer Management |
HelloWallet |
Washington D.C. Metro Area |
Jan 2010–May 2012 |
2 yrs 5 mos |
| 9 |
Managing Director |
Accounting Principals |
|
May 2007–Oct 2009 |
2 yrs 6 mos |
| 10 |
Finance Manager |
Wells Fargo Financial |
|
Dec 2003–Mar 2007 |
3 yrs 4 mos |
| 11 |
Senior VP -Wealth Management / Sr. Financial Advisor / Portfolio Manager |
Merrill Lynch |
Frisco, TX |
Mar 2016–Present |
5 yrs 3 mos |
| 12 |
Sr. Vice President - Wealth Management / Portfolio Manager |
UBS |
Dallas, Texas, United States |
Dec 2008–Mar 2016 |
7 yrs 4 mos |
| 13 |
Vice President / Portfolio Manager |
Merrill Lynch |
|
Feb 2005–Dec 2008 |
3 yrs 11 mos |
| 14 |
Senior VP / Portfolio Manager |
SMITH BARNEY |
|
Jan 1995–Dec 2004 |
10 yrs |