| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
General Manager - Group Financial Wellbeing |
Commonwealth Bank |
Sydney, Australia |
Oct 2017–Present |
3 yrs 8 mos |
| 2 |
Expert Advisor - Financial Health Measurement (FinHealth Pulse) |
Financial Health Network |
|
Jan 2019–Present |
2 yrs 5 mos |
| 3 |
General Manager - Digital Banking |
Commonwealth Bank |
Sydney, Australia |
Aug 2015–Oct 2017 |
2 yrs 3 mos |
| 4 |
Head of Product, Partnerships & Distribution |
Moven |
Greater New York City Area |
Sep 2012–Aug 2015 |
3 yrs |
| 5 |
Director of Finance, Data & Strategic Partnerships |
Bundle |
Greater New York City Area |
Sep 2009–Sep 2012 |
3 yrs 1 mo |
| 6 |
Senior Vice President, Product, Pricing & Economics |
CitiSmith Barney |
Greater New York City Area |
May 2008–Sep 2009 |
1 yr 5 mos |
| 7 |
Senior Consultant, Financial Services Strategy |
Fitzgerald Analytics |
Greater New York City Area |
Jan 2008–May 2008 |
5 mos |
| 8 |
Vice President, Product Strategy & Pricing |
Merrill Lynch |
Greater New York City Area |
Jan 2004–Sep 2007 |
3 yrs 9 mos |
| 9 |
Senior Associate, Founding Team Member |
Novantas |
Singapore, Toronto, Mexico City, New York City |
Oct 1999–Jan 2004 |
4 yrs 4 mos |
| 10 |
Associate |
First Manhattan Consulting Group |
Singapore & Kuala Lumpur |
May 1999–Oct 1999 |
6 mos |
| 11 |
VP-Branch Manager, NMLS 240198 |
Mason-McDuffie Mortgage |
Concord, Ca |
Jun 2008–Present |
13 yrs |
| 12 |
VP-Branch Manager/Sales |
Mason McDuffie Mortgage |
|
Jun 2008–Present |
13 yrs |