| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Director, Business Strategy & Analytics |
Pacific Life |
Aliso Viejo, California, United States |
2016–Present |
5 yrs |
| 2 |
Director, Strategy & Planning |
USAA |
San Antonio, Texas Area |
2013–2016 |
3 yrs |
| 3 |
Director, HR Strategy |
USAA |
San Antonio, Texas Area |
2010–2013 |
3 yrs |
| 4 |
Lieutenant » Operations Leader & Program Manager |
US Navy |
|
2002–2010 |
8 yrs |
| 5 |
Managing Director, Consultant & Client Relations |
Mesirow Financial |
Chicago |
Apr 2016–Present |
5 yrs 2 mos |
| 6 |
Managing Director, Head of Business Development & Client Relationship Management |
Fiduciary Management Associates (acquired by Mesirow Financial in April 2016) |
Chicago, IL |
Mar 2013–Mar 2016 |
3 yrs 1 mo |
| 7 |
VP, Senior Client Relationship Manager |
Calamos Investments |
|
Aug 2007–Mar 2013 |
5 yrs 8 mos |
| 8 |
Principal, Director of Consultant Relations |
Security Benefit |
|
2005–2007 |
2 yrs |
| 9 |
Director, Senior Research Analyst |
Bear Stearns & Co., Inc. |
New York City |
1999–2005 |
6 yrs |
| 10 |
MACS Program Manager |
Prudential Securities |
|
1993–1999 |
6 yrs |
| 11 |
Associate |
Pfizer |
|
1993–1993 |
less than a year |