| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Divisional Vice President, Wholesale Lending |
CMG Financial |
San Ramon, California, United States |
Nov 2020–Present |
7 mos |
| 2 |
Wholesale Account Executive |
CMG Financial |
San Ramon |
Feb 2011–Nov 2020 |
9 yrs 10 mos |
| 3 |
Branch Manager |
Cameron Financial |
San Luis Obispo, California Area |
2007–2008 |
1 yr |
| 4 |
EVP, CIO and Head of Digital |
Lincoln Financial Group |
Radnor, PA |
Jan 2016–Present |
5 yrs 5 mos |
| 5 |
EVP, CIO and Head of Digital |
Lincoln Financial Group |
Radnor, PA |
Jan 2016–Present |
5 yrs 5 mos |
| 6 |
Senior Vice President |
Lincoln Financial Group |
Radnor, PA |
May 2008–Present |
13 yrs 1 mo |
| 7 |
Vice President Customer Service Exec |
Prudential Financial |
Newark, NJ |
1999–2008 |
9 yrs |
| 8 |
Sr. Vice President - Operations & Technology |
JP Morgan Chase |
New York, Geneva, Tokyo & Hong Kong |
1986–1999 |
13 yrs |