| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Regional Director of Client Experience |
Cornerstone Home Lending, Inc. |
Oklahoma City, Oklahoma Area |
Jul 2016–Present |
4 yrs 11 mos |
| 2 |
Partner, Global Head of Wealth Management |
McLagan |
Greater New York City Area |
Sep 2001–Present |
19 yrs 9 mos |
| 3 |
Head of Client Strategy, Human Capital Services |
Aon |
New York City Metropolitan Area |
Oct 2020–Present |
8 mos |
| 4 |
Head of Global Performance Consulting Practice and Global Head of Wealth Management |
Aon |
Greater New York City Area |
Nov 2015–Oct 2020 |
5 yrs |
| 5 |
Managing Director |
Tower Hill Capital |
New York, NY |
2000–2001 |
1 yr |
| 6 |
Director Marketing Strategy and Planning |
Merrill Lynch |
London and New York |
1997–2000 |
3 yrs |
| 7 |
Principal |
Gemini Consulting |
London, United Kingdom |
1990–1997 |
7 yrs |
| 8 |
Analyst, Financial Institutions M&A |
Salomon Brothers |
New York, London |
1987–1989 |
2 yrs |