| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
VP, Strategic Initiatives |
CrossCountry Mortgage, Inc. |
|
Mar 2019–Present |
2 yrs 3 mos |
| 2 |
VP, Strategic Initiatives |
PERL Mortgage Inc. |
|
Sep 2016–Mar 2019 |
2 yrs 7 mos |
| 3 |
VP, Mortgage Accounting Operations |
Wilshire Bank |
|
May 2015–Aug 2016 |
1 yr 4 mos |
| 4 |
VP, Mortgage Accounting Operations |
Bank of Manhattan, N.A. |
|
2011–May 2015 |
4 yrs |
| 5 |
Sr. Finance Manager |
Guaranteed Rate |
|
2005–2010 |
5 yrs |
| 6 |
Managing Director, Head of Investment Solutions |
Merrill Lynch |
Greater New York City Area |
Jan 2017–Present |
4 yrs 5 mos |
| 7 |
Managing Director, Head of Managed Solutions |
Merrill Lynch |
Jersey City, New Jersey |
Jul 2015–Dec 2016 |
1 yr 6 mos |
| 8 |
Managing Director, Head of Alternative Investments |
Merrill Lynch |
4 World Financial Center, New York, NY 10080 |
Jul 2012–Jul 2015 |
3 yrs 1 mo |
| 9 |
Chief Operating Officer / Managing Director - Global Wealth and Retirement |
Merrill Lynch |
Greater New York City Area |
Jan 2008–Jun 2012 |
4 yrs 6 mos |
| 10 |
Chief Operating Officer - Capital Markets and IMG |
Merrill Lynch |
|
Jan 2006–Dec 2007 |
2 yrs |
| 11 |
Head of Wealth Management Analytics |
Merrill Lynch |
Greater New York City Area |
Jan 2000–Dec 2005 |
6 yrs |