| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Regional Vice President of Sales |
Compass Mortgage |
Warrenville, IL |
May 2018–Present |
3 yrs 1 mo |
| 2 |
Regional Vice President |
CrossCountry Mortgage, Inc. |
Upper Midwest |
Aug 2017–Apr 2018 |
9 mos |
| 3 |
Divisional/Regional Manager |
Guaranteed Rate, Inc. |
|
Apr 2008–Aug 2017 |
9 yrs 5 mos |
| 4 |
President |
Centennial Mortgage and Funding, Inc. |
|
1997–2008 |
11 yrs |
| 5 |
President |
Residential Mortgage Group |
|
1995–1996 |
1 yr |
| 6 |
Senior Vice President |
Knutson Mortgage |
|
1992–1994 |
2 yrs |
| 7 |
Senior Vice President |
Washington Square Mortgage Company, subsidiary of Northwestern National Life Insurance |
|
1984–1992 |
8 yrs |
| 8 |
Director, Agency Operations |
Matic |
|
Mar 2018–Present |
3 yrs 3 mos |
| 9 |
Vice President of Product |
Smart Harbor |
|
Jan 2018–Mar 2018 |
3 mos |
| 10 |
Product Manager |
Smart Harbor |
Columbus, Ohio Area |
Nov 2016–Mar 2018 |
1 yr 5 mos |
| 11 |
Account Manager |
Fugent, Inc. |
|
Sep 2015–Nov 2016 |
1 yr 3 mos |
| 12 |
Project Manager - Director |
Morgan Stanley Wealth Management |
Columbus, Ohio Area |
Feb 2011–Sep 2015 |
4 yrs 8 mos |
| 13 |
Business Analyst |
Morgan Stanley Wealth Management |
Columbus, Ohio Area |
Jun 2010–Sep 2015 |
5 yrs 4 mos |
| 14 |
Field Support Representative |
Morgan Stanley Smith Barney |
|
Jun 2009–May 2010 |
1 yr |
| 15 |
Banking/Retirement/Web Support Representative |
Morgan Stanley Smith Barney |
|
Jan 2009–Jun 2009 |
6 mos |