No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
1 |
Founder and CEO |
Sargent Financial Consultants LLC |
Greater Minneapolis-St. Paul Area |
Nov 2020–Present |
6 mos |
2 |
Senior Vice President & Head of Wholesale Deposits and Financial Services |
Fifth Third Bank |
Greater Minneapolis-St. Paul Area |
Jan 2019–Nov 2020 |
1 yr 11 mos |
3 |
Senior Vice President, Head of Commercial Deposit & Payment Solutions |
U.S. Bank |
Minneapolis, MN |
2018–2019 |
1 yr |
4 |
Senior Vice President & Industry Manager, Title Escrow Data Industry Division |
U.S. Bank |
Greater Minneapolis-St. Paul Area |
2007–2018 |
11 yrs |
5 |
Vice President of Correspondent Banking |
Union Bank of California |
Los Angeles, CA |
2004–2007 |
3 yrs |
6 |
Vice President of Global Markets |
Union Bank |
Los Angeles, CA |
2001–2004 |
3 yrs |
7 |
Institutional Sales |
Trading Edge (MarketAxess) |
Greater Los Angeles Area |
2000–2001 |
1 yr |
8 |
Vice President Institutional Sales & Trading |
E. J. De La Rosa & Co., Inc. |
Greater Los Angeles Area |
1996–2000 |
4 yrs |
9 |
Municipal Bond Trader |
Norwest Investment Services, Inc. |
Greater Minneapolis-St. Paul Area |
1993–1996 |
3 yrs |
10 |
Public Finance Associate |
Norwest Investment Services, Inc. |
|
1991–1993 |
2 yrs |