| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
VP- Counterparty Risk Management |
Northpointe Bank |
Grand Rapids, Michigan |
Dec 2017–Present |
3 yrs 6 mos |
| 2 |
Vice President - Mortgage Risk Management |
BOK Financial |
Tulsa, OK |
May 2014–Dec 2017 |
3 yrs 8 mos |
| 3 |
VP-Business and Client Services |
Wells Fargo Bank |
Minneapolis, MN |
Jan 2006–Oct 2013 |
7 yrs 10 mos |
| 4 |
VP - Credit Risk and Institutional Risk Management |
Wells Fargo |
Greater Minneapolis-St. Paul Area |
Jan 2000–Jan 2006 |
6 yrs 1 mo |
| 5 |
Senior Manager - Production Risk Management |
Wells Fargo |
Greater Minneapolis-St. Paul Area |
Jan 1996–Jan 2000 |
4 yrs 1 mo |
| 6 |
Internal Auditor |
Wells Fargo |
Greater Minneapolis-St. Paul Area |
Jan 1995–Jan 1996 |
1 yr 1 mo |
| 7 |
Senior Funding Analyst |
Norwest Funding, Inc |
Greater Minneapolis-St. Paul Area |
Dec 1992–Dec 1995 |
3 yrs 1 mo |
| 8 |
Senior Marketing Manager, Admin VP |
M&T Bank |
Wilmington, Delaware, United States |
Mar 2020–Present |
1 yr 3 mos |
| 9 |
Senior Marketing Manager, Admin VP |
Wilmington Trust |
Wilmington, Delaware, United States |
Jul 2016–Mar 2020 |
3 yrs 9 mos |
| 10 |
Line Manager, Financial Advisor Services Marketing |
Vanguard |
Valley Forge, Pennsylvania, United States |
Feb 2008–Jul 2016 |
8 yrs 6 mos |
| 11 |
Vice President, Global Wealth Management |
Merrill Lynch |
Princeton, New Jersey, United States |
2004–2008 |
4 yrs |
| 12 |
Vice President, U.S. Private Client |
Merrill Lynch |
Princeton, New Jersey, United States |
1998–2003 |
5 yrs |
| 13 |
Senior Marketing Communications Consultant, Individual Business |
MetLife |
New York, New York, United States |
1996–1998 |
2 yrs |
| 14 |
Implementation Consultant |
MetLife |
Bridgewater, New Jersey, United States |
1994–1996 |
2 yrs |