| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Vice President, RIA Strategy, Retirement Solutions Division |
Pacific Life |
Greater Denver Area |
Aug 2019–Present |
1 yr 10 mos |
| 2 |
Senior Vice President, National Sales Development |
Jackson National Life Distributors LLC |
Denver, CO |
Jan 2015–Dec 2018 |
4 yrs |
| 3 |
Vice President, Sales Desk |
Jackson National Life Distributors LLC |
|
Jul 2010–Dec 2014 |
4 yrs 6 mos |
| 4 |
Vice President, Business Development, National Accounts |
Jackson National Life Distributors LLC |
|
Dec 2007–Jul 2010 |
2 yrs 8 mos |
| 5 |
Vice President, Marketing Strategy |
Jackson National Life Distributors LLC |
|
Feb 2006–Dec 2007 |
1 yr 11 mos |
| 6 |
Vice President, Creative Services |
Jackson National Life Distributors LLC |
|
Jan 2005–Feb 2006 |
1 yr 2 mos |
| 7 |
Director of Sales Support |
Jackson National Life Distributors LLC |
|
Nov 2002–Dec 2004 |
2 yrs 2 mos |
| 8 |
Business Owner / Writer |
Mantelli Financial Press |
Denver, CO |
May 2002–Dec 2003 |
1 yr 8 mos |
| 9 |
Assistant Vice President, Relationship Manager |
U.S. Bancorp Fund Services |
|
Jan 2001–May 2002 |
1 yr 5 mos |
| 10 |
Senior Fund Administrator, Relationship Manager |
The Wadsworth Group |
Glendora, CA |
Jan 1998–Dec 2000 |
3 yrs |
| 11 |
Associate Editor, Board Analysis Services Group |
Lipper Analytical Services |
Denver, CO |
May 1996–Dec 1997 |
1 yr 8 mos |
| 12 |
Director |
Meridian Capital Group |
|
Sep 2019–Present |
1 yr 9 mos |
| 13 |
Director of Acquisitions |
ZG Capital Partners |
New York, New York |
Jun 2018–Aug 2019 |
1 yr 3 mos |
| 14 |
Chief Operating Officer |
The Melohn Group LLC |
|
Mar 2012–Jul 2017 |
5 yrs 5 mos |
| 15 |
Director Of Acquisition |
Columbia University in the City of New York |
|
Oct 2005–Nov 2011 |
6 yrs 2 mos |