| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Regional Vice President |
CrossCountry Mortgage, Inc. |
Walnut Creek, CA |
Sep 2015–Present |
5 yrs 9 mos |
| 2 |
Regional Manager, Retail Lending |
CMG Financial Services |
San Ramon CA |
Jan 2005–Jun 2015 |
10 yrs 6 mos |
| 3 |
Partner |
Synergy Construction Group |
|
Jan 2001–Dec 2004 |
4 yrs |
| 4 |
Vice President, Business Control Manager |
Bank of America |
Charlotte, North Carolina, United States |
Sep 2020–Present |
9 mos |
| 5 |
Vice President Marketing Operations |
Bank of America Merchant Services |
Charlotte, North Carolina Area |
Feb 2017–Sep 2020 |
3 yrs 8 mos |
| 6 |
Managing Director, Regulatory Participant Communications |
TIAA |
Charlotte, North Carolina |
Jul 2014–Oct 2016 |
2 yrs 4 mos |
| 7 |
Senior Director, Head of Fee Disclosure and Statement Operations |
TIAA |
Charlotte, North Carolina Area |
Jul 2009–Jul 2014 |
5 yrs 1 mo |
| 8 |
Manager, Transactional Communications – Quarterly Reports |
TIAA |
Charlotte, North Carolina Area |
Jun 2007–Jul 2009 |
2 yrs 2 mos |
| 9 |
Senior Business Consultant |
TIAA |
Charlotte, North Carolina Area |
May 2004–Jun 2007 |
3 yrs 2 mos |