| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Chief Executive Officer & Treasurer |
Watch Point Trust Company |
Greater Boston Area |
Oct 2010–Present |
10 yrs 8 mos |
| 2 |
Managing Director of Fiduciary Services |
Nixon Peabody |
Boston, Massachusetts |
Aug 1984–Present |
36 yrs 10 mos |
| 3 |
Trust Operations |
Loring, Wolcott & Coolidge |
Greater Boston Area |
Jan 1976–Jul 1984 |
8 yrs 7 mos |
| 4 |
Trust Operations |
State Street |
Greater Boston Area |
Jan 1968–Dec 1975 |
8 yrs |
| 5 |
Director, Fixed Income Portfolio Manager |
Ameritas Investment Partners |
|
Mar 2021–Present |
3 mos |
| 6 |
Assistant Portfolio Manager |
Ameritas Investment Partners |
Lincoln, Nebraska Area |
Jul 2016–Mar 2021 |
4 yrs 9 mos |
| 7 |
Sr. Fixed Income Analyst |
Ameritas Investment Partners |
|
Jul 2014–Jul 2016 |
2 yrs 1 mo |
| 8 |
Fixed Income Analyst |
Ameritas Investment Partners |
|
Jul 2011–Jul 2014 |
3 yrs 1 mo |
| 9 |
Asst. Fixed Income Analyst |
Ameritas Investment Partners |
|
Jul 2009–Jul 2011 |
2 yrs 1 mo |
| 10 |
Fixed Income Research Analyst |
Ameritas Investment Partners |
|
Sep 2008–Jul 2009 |
11 mos |
| 11 |
Intern |
SMITH HAYES Financial Services |
|
Jan 2007–Apr 2007 |
4 mos |